Wealth Plan Partners, LLC Ishares S&P 500 Growth ETF Transaction History

Wealth Plan Partners, LLC

$966 Billion
Q1 2024

A detailed history of Wealth Plan Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 64,114 shares of IVW stock, worth $6.08 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

64,114

Previous 52,713 21.63%

Holding current value

$6.08 Million

Previous $3.96 Billion 36.75%

% of portfolio

0.56%

Previous 0.41%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$72.87 - $85.14 $830,790 - $970,681	11,401 Added 21.63%	64,114 $5.41 Billion
Q4 2023 Jan 05, 2024	BUY	$65.78 - $75.4 $248,253 - $284,559	3,774 Added 7.71%	52,713 $3.96 Billion
Q3 2023 Nov 01, 2023	BUY	$68.05 - $72.66 $615,035 - $656,701	9,038 Added 22.65%	48,939 $3.35 Billion
Q2 2023 Jul 31, 2023	SELL	$63.21 - $70.48 $376,036 - $419,285	-5,949 Reduced 12.97%	39,901 $2.81 Billion
Q1 2023 May 10, 2023	SELL	$57.25 - $63.89 $280,754 - $313,316	-4,904 Reduced 9.66%	45,850 $2.93 Billion

Q4 2022 Feb 16, 2023	SELL	$56.99 - $63.56 $6.43 Million - $7.17 Million	-112,756 Reduced 68.96%	50,754 $3.2 Billion
Q1 2022 May 03, 2022	SELL	$68.33 - $84.32 $145,542 - $179,601	-2,130 Reduced 1.29%	163,510 $10.9 Million
Q4 2021 Feb 01, 2022	SELL	$73.18 - $84.81 $1.19 Million - $1.38 Million	-16,270 Reduced 8.94%	165,640 $12.7 Million
Q3 2021 Dec 09, 2021	BUY	$72.99 - $79.0 $1.92 Million - $2.07 Million	26,238 Added 16.85%	181,910 $13.4 Million
Q2 2021 Aug 19, 2021	BUY	$65.96 - $72.81 $138,054 - $152,391	2,093 Added 1.36%	155,672 $11.8 Million
Q1 2021 May 11, 2021	BUY	$61.43 - $67.25 $99,332 - $108,743	1,617 Added 1.06%	153,579 $10.5 Million
Q4 2020 Feb 09, 2021	SELL	$56.17 - $63.82 $1.01 Million - $1.14 Million	-17,939 Reduced 10.56%	151,962 $10.1 Million
Q3 2020 Dec 18, 2020	BUY	$52.42 - $62.43 $7.2 Million - $8.57 Million	137,306 Added 421.25%	169,901 $10.2 Million
Q2 2020 Aug 19, 2020	SELL	$39.5 - $52.48 $20,184 - $26,817	-511 Reduced 1.54%	32,595 $7.47 Million
Q1 2020 May 15, 2020	SELL	$36.14 - $52.65 $39,934 - $58,178	-1,105 Reduced 3.23%	33,106 $6.24 Million
Q4 2019 Feb 14, 2020	SELL	$43.72 - $48.62 $156,736 - $174,302	-3,585 Reduced 9.49%	34,211 $7.15 Million
Q3 2019 Nov 15, 2019	SELL	$43.49 - $46.27 $50,622 - $53,858	-1,164 Reduced 2.99%	37,796 $7 Million
Q2 2019 Aug 19, 2019	SELL	$41.95 - $45.26 $152,656 - $164,701	-3,639 Reduced 8.54%	38,960 $7.01 Million
Q1 2019 May 16, 2019	SELL	$36.63 - $43.33 $44,322 - $52,429	-1,210 Reduced 2.76%	42,599 $7.43 Million
Q4 2018 Feb 20, 2019	SELL	$35.15 - $44.43 $6,080 - $7,686	-173 Reduced 0.39%	43,809 $7.3 Million
Q3 2018 Nov 21, 2018	BUY	$40.58 - $44.29 $178,633 - $194,964	4,402 Added 11.12%	43,982 $6.87 Million
Q2 2018 Aug 16, 2018	BUY	$37.83 - $42.01 $287,508 - $319,276	7,600 Added 23.76%	39,580 $6.44 Million
Q1 2018 May 16, 2018	BUY	$37.4 - $41.49 $1.2 Million - $1.33 Million	31,980 New	31,980 $4.96 Million

Others Institutions Holding IVW

# of Institutions

1,678

Shares Held

384M

Call Options Held

379K

Put Options Held

363K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Wealth Plan Partners, LLC Ishares S&P 500 Growth ETF Transaction History