Wealthquest Corp Ishares S&P 500 Growth ETF Transaction History

Wealthquest Corp

  • $781 Million
  • Q1 2024

A detailed history of Wealthquest Corp transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wealthquest Corp holds 5,119 shares of IVW stock, worth $481,288. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,119
Previous 5,566 8.03%
Holding current value
$481,288
Previous $418,000 3.35%
% of portfolio
0.06%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$72.87 - $85.14 $32,572 - $38,057
-447 Reduced 8.03%
5,119 $432,000
Q4 2023

Feb 15, 2024
SELL
$65.78 - $75.4 $65 - $75
-1 Reduced 0.02%
5,566 $418,000
Q3 2023

Nov 15, 2023
BUY
$68.05 - $72.66 $30,418 - $32,479
447 Added 8.73%
5,567 $380,000
Q3 2021

Nov 15, 2021
SELL
$72.99 - $79.0 $49,122 - $53,167
-673 Reduced 11.62%
5,120 $378,000
Q2 2021

Aug 10, 2021
SELL
$65.96 - $72.81 $89,375 - $98,657
-1,355 Reduced 18.96%
5,793 $421,000
Q1 2021

May 13, 2021
SELL
$61.43 - $67.25 $24,572 - $26,900
-400 Reduced 5.3%
7,148 $465,000
Q4 2020

Feb 09, 2021
BUY
$56.17 - $63.82 $311,518 - $353,945
5,546 Added 277.02%
7,548 $481,000
Q2 2020

Aug 11, 2020
SELL
$39.5 - $52.48 $169,573 - $225,296
-4,293 Reduced 68.2%
2,002 $415,000
Q4 2019

Feb 18, 2020
BUY
$43.72 - $48.62 $9,530 - $10,599
218 Added 3.59%
6,295 $1.22 Million
Q3 2019

Oct 18, 2019
BUY
$43.49 - $46.27 $10,220 - $10,873
235 Added 4.02%
6,077 $1.09 Million
Q2 2019

Jul 22, 2019
SELL
$41.95 - $45.26 $671 - $724
-16 Reduced 0.27%
5,842 $1.05 Million
Q1 2019

Apr 18, 2019
BUY
$36.63 - $43.33 $10,293 - $12,175
281 Added 5.04%
5,858 $1.01 Million
Q4 2018

Jan 23, 2019
BUY
$35.15 - $44.43 $196,031 - $247,786
5,577 New
5,577 $840,000

Others Institutions Holding IVW

# of Institutions
1,677
Shares Held
384M
Call Options Held
379K
Put Options Held
363K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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