Williams Jones Wealth Management, Llc. Ishares S&P 500 Growth ETF Transaction History

Williams Jones Wealth Management, Llc.

  • $7.73 Billion
  • Q1 2024

A detailed history of Williams Jones Wealth Management, Llc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 6,418 shares of IVW stock, worth $614,908. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,418
Previous 6,418 -0.0%
Holding current value
$614,908
Previous $481,000 12.47%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 15, 2022
SELL
$58.13 - $77.8 $107,889 - $144,396
-1,856 Reduced 22.43%
6,418 $387,000
Q2 2021

Aug 16, 2021
BUY
$65.96 - $72.81 $113,055 - $124,796
1,714 Added 26.13%
8,274 $602,000
Q4 2020

Feb 16, 2021
BUY
$56.17 - $63.82 $314,832 - $357,711
5,605 Added 586.91%
6,560 $419,000
Q3 2020

Nov 13, 2020
BUY
$52.42 - $62.43 $50,061 - $59,620
955 New
955 $221,000
Q1 2020

May 15, 2020
SELL
$36.14 - $52.65 $50,415 - $73,446
-1,395 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
$43.49 - $46.27 $60,668 - $64,546
1,395 New
1,395 $251,000

Others Institutions Holding IVW

# of Institutions
1,679
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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