A detailed history of West Coast Financial LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, West Coast Financial LLC holds 8,664 shares of IVW stock, worth $830,097. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,664
Previous 8,664 -0.0%
Holding current value
$830,097
Previous $650,000 12.46%
% of portfolio
0.09%
Previous 0.09%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 11, 2024

SELL
$65.78 - $75.4 $6,775 - $7,766
-103 Reduced 1.17%
8,664 $650,000
Q3 2023

Nov 02, 2023

SELL
$68.05 - $72.66 $29,261 - $31,243
-430 Reduced 4.68%
8,767 $599,000
Q2 2023

Aug 08, 2023

SELL
$63.21 - $70.48 $41,592 - $46,375
-658 Reduced 6.68%
9,197 $648,000
Q1 2023

May 08, 2023

SELL
$57.25 - $63.89 $12,308 - $13,736
-215 Reduced 2.14%
9,855 $629,000
Q4 2022

Feb 14, 2023

SELL
$56.99 - $63.56 $53,342 - $59,492
-936 Reduced 8.5%
10,070 $589,000
Q3 2022

Oct 31, 2022

SELL
$59.8 - $71.43 $26,910 - $32,143
-450 Reduced 3.93%
11,006 $637,000
Q2 2022

Jul 11, 2022

SELL
$58.13 - $77.8 $219,731 - $294,084
-3,780 Reduced 24.81%
11,456 $691,000
Q4 2021

Jan 19, 2022

SELL
$73.18 - $84.81 $3,805 - $4,410
-52 Reduced 0.34%
15,236 $1.28 Million
Q4 2020

Feb 03, 2021

BUY
$56.17 - $63.82 $655,897 - $745,226
11,677 Added 323.37%
15,288 $976,000
Q2 2020

Jul 13, 2020

SELL
$39.5 - $52.48 $26,465 - $35,161
-670 Reduced 15.65%
3,611 $749,000
Q1 2020

Apr 21, 2020

SELL
$36.14 - $52.65 $325 - $473
-9 Reduced 0.21%
4,281 $707,000
Q4 2019

Jan 17, 2020

SELL
$43.72 - $48.62 $14,427 - $16,044
-330 Reduced 7.14%
4,290 $831,000
Q3 2019

Oct 16, 2019

BUY
$43.49 - $46.27 $5,392 - $5,737
124 Added 2.76%
4,620 $832,000
Q1 2019

Apr 22, 2019

BUY
$36.63 - $43.33 $113,333 - $134,063
3,094 Added 220.68%
4,496 $775,000
Q4 2018

Jan 29, 2019

BUY
$35.15 - $44.43 $49,280 - $62,290
1,402 New
1,402 $211,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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