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

Wealth Shield Partners, LLC

$690 Million
Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 154,144 shares of IVW stock, worth $16.4 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares

154,144

Previous 155,553 0.91%

Holding current value

$16.4 Million

Previous $14.9 Million 5.08%

% of portfolio

2.27%

Previous 2.07%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$94.43 - $105.47 $133,051 - $148,607	-1,409 Reduced 0.91%	154,144 $15.7 Million
Q3 2024 Nov 04, 2024	SELL	$84.77 - $97.13 $489,716 - $561,120	-5,777 Reduced 3.58%	155,553 $14.9 Million
Q2 2024 Jul 26, 2024	BUY	$79.31 - $93.31 $4.42 Million - $5.2 Million	55,692 Added 52.72%	161,330 $14.9 Million
Q1 2024 Apr 29, 2024	BUY	$72.87 - $85.14 $2.82 Million - $3.3 Million	38,732 Added 57.89%	105,638 $8.92 Million
Q4 2023 Jan 23, 2024	SELL	$65.78 - $75.4 $760,351 - $871,548	-11,559 Reduced 14.73%	66,906 $5.02 Million
Q3 2023 Oct 25, 2023	BUY	$68.05 - $72.66 $1.25 Million - $1.34 Million	18,410 Added 30.66%	78,465 $5.37 Million
Q2 2023 Aug 03, 2023	BUY	$63.21 - $70.48 $781,212 - $871,062	12,359 Added 25.91%	60,055 $4.23 Million
Q1 2023 May 08, 2023	BUY	$57.25 - $63.89 $314,302 - $350,756	5,490 Added 13.01%	47,696 $3.05 Million
Q4 2022 Feb 13, 2023	SELL	$56.73 - $63.56 $362,334 - $405,957	-6,387 Reduced 13.14%	42,206 $2.47 Million
Q3 2022 Nov 04, 2022	BUY	$57.85 - $71.43 $446,659 - $551,511	7,721 Added 18.89%	48,593 $2.81 Million
Q2 2022 Aug 11, 2022	BUY	$58.13 - $77.8 $231,415 - $309,721	3,981 Added 10.79%	40,872 $2.47 Million
Q1 2022 May 09, 2022	SELL	$68.33 - $84.32 $2.16 Million - $2.67 Million	-31,639 Reduced 46.17%	36,891 $2.82 Million
Q4 2021 Feb 10, 2022	BUY	$73.18 - $84.81 $3.83 Million - $4.44 Million	52,348 Added 323.5%	68,530 $5.73 Million
Q3 2021 Nov 12, 2021	SELL	$72.99 - $79.0 $263,566 - $285,269	-3,611 Reduced 18.24%	16,182 $1.2 Million
Q2 2021 Aug 06, 2021	BUY	$65.96 - $72.81 $193,922 - $214,061	2,940 Added 17.44%	19,793 $1.22 Million
Q1 2021 May 17, 2021	BUY	$61.43 - $67.25 $145,957 - $159,786	2,376 Added 16.41%	16,853 $1.1 Million
Q4 2020 Feb 16, 2021	BUY	$56.17 - $63.82 $639,439 - $726,526	11,384 Added 368.06%	14,477 $924,000
Q3 2020 Oct 30, 2020	SELL	$52.42 - $62.43 $29,250 - $34,835	-558 Reduced 15.28%	3,093 $715,000
Q2 2020 Aug 13, 2020	SELL	$39.5 - $52.48 $71,811 - $95,408	-1,818 Reduced 33.24%	3,651 $758,000
Q1 2020 May 12, 2020	BUY	$36.14 - $52.65 $36,718 - $53,492	1,016 Added 22.82%	5,469 $903,000
Q4 2019 Feb 13, 2020	BUY	$43.72 - $48.62 $37,205 - $41,375	851 Added 23.63%	4,453 $862,000
Q3 2019 Nov 13, 2019	BUY	$43.49 - $46.27 $10,263 - $10,919	236 Added 7.01%	3,602 $648,000
Q2 2019 Aug 12, 2019	BUY	$41.95 - $45.26 $4,614 - $4,978	110 Added 3.38%	3,366 $603,000
Q1 2019 May 14, 2019	SELL	$36.63 - $43.33 $46,153 - $54,595	-1,260 Reduced 27.9%	3,256 $561,000
Q4 2018 Feb 14, 2019	BUY	$35.15 - $44.43 $19,262 - $24,347	548 Added 13.81%	4,516 $680,000
Q3 2018 Nov 05, 2018	BUY	$40.58 - $44.29 $47,559 - $51,907	1,172 Added 41.92%	3,968 $705,000
Q2 2018 Aug 02, 2018	BUY	$37.83 - $42.01 $24,022 - $26,676	635 Added 29.38%	2,796 $456,000
Q1 2018 May 11, 2018	BUY	$37.4 - $41.49 $45,441 - $50,410	1,215 Added 128.44%	2,161 $335,000
Q4 2017 Apr 18, 2018	BUY	$35.95 - $38.73 $34,008 - $36,638	946	946 $146,000

Others Institutions Holding IVW

# of Institutions

1,999

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.

Account

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