Welch Group, LLC Ishares S&P 500 Growth ETF Transaction History

Welch Group, LLC

$2.08 Billion
Q2 2024

A detailed history of Welch Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Welch Group, LLC holds 3,802 shares of IVW stock, worth $362,178. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,802

Previous 4,318 11.95%

Holding current value

$362,178

Previous $364,000 3.57%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$79.31 - $93.31 $40,923 - $48,147	-516 Reduced 11.95%	3,802 $351,000
Q1 2024 Apr 09, 2024	BUY	$72.87 - $85.14 $20,184 - $23,583	277 Added 6.85%	4,318 $364,000
Q4 2023 Jan 22, 2024	SELL	$65.78 - $75.4 $36,376 - $41,696	-553 Reduced 12.04%	4,041 $303,000
Q3 2023 Oct 18, 2023	SELL	$68.05 - $72.66 $159,713 - $170,533	-2,347 Reduced 33.81%	4,594 $314,000
Q2 2023 Jul 18, 2023	BUY	$63.21 - $70.48 $505 - $563	8 Added 0.12%	6,941 $489,000
Q1 2023 Apr 13, 2023	BUY	$57.25 - $63.89 $5,896 - $6,580	103 Added 1.51%	6,933 $442,000
Q4 2022 Jan 27, 2023	BUY	$56.73 - $63.56 $6,353 - $7,118	112 Added 1.67%	6,830 $399,000
Q3 2022 Oct 13, 2022	BUY	$57.85 - $71.43 $2,256 - $2,785	39 Added 0.58%	6,718 $389,000
Q2 2022 Jul 21, 2022	SELL	$58.13 - $77.8 $7,091 - $9,491	-122 Reduced 1.79%	6,679 $403,000
Q4 2021 Jan 26, 2022	BUY	$73.18 - $84.81 $1,609 - $1,865	22 Added 0.32%	6,801 $569,000
Q3 2021 Nov 05, 2021	SELL	$72.99 - $79.0 $13,138 - $14,220	-180 Reduced 2.59%	6,779 $501,000
Q2 2021 Jul 21, 2021	BUY	$65.96 - $72.81 $1,385 - $1,529	21 Added 0.3%	6,959 $506,000
Q1 2021 Apr 23, 2021	BUY	$61.43 - $67.25 $28,503 - $31,204	464 Added 7.17%	6,938 $452,000
Q4 2020 Jan 25, 2021	BUY	$56.17 - $63.82 $272,536 - $309,654	4,852 Added 299.14%	6,474 $413,000
Q3 2020 Oct 28, 2020	BUY	$52.42 - $62.43 $22,540 - $26,844	430 Added 36.07%	1,622 $375,000
Q1 2020 Apr 28, 2020	BUY	$36.14 - $52.65 $43,078 - $62,758	1,192 New	1,192 $197,000

Others Institutions Holding IVW

# of Institutions

1,757

Shares Held

431M

Call Options Held

281K

Put Options Held

217K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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