Willner & Heller, LLC Ishares S&P 500 Growth ETF Transaction History

Willner & Heller, LLC

  • $87.7 Million
  • Q4 2023

A detailed history of Willner & Heller, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Willner & Heller, LLC holds 4,295 shares of IVW stock, worth $417,173. This represents 0.37% of its overall portfolio holdings.

Number of Shares
4,295
Previous 4,354 1.36%
Holding current value
$417,173
Previous $254,000 26.77%
% of portfolio
0.37%
Previous 0.37%

Shares

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

Mar 06, 2024
SELL
$65.78 - $75.4 $3,881 - $4,448
-59 Reduced 1.36%
4,295 $322,000
Q4 2022

Feb 14, 2023
BUY
$56.99 - $63.56 $4,502 - $5,021
79 Added 1.85%
4,354 $254,000
Q3 2022

Oct 24, 2022
BUY
$59.8 - $71.43 $657 - $785
11 Added 0.26%
4,275 $247,000
Q2 2022

Jul 22, 2022
BUY
$58.13 - $77.8 $1,627 - $2,178
28 Added 0.66%
4,264 $257,000
Q1 2022

Jul 05, 2022
SELL
$68.33 - $84.32 $1,366 - $1,686
-20 Reduced 0.47%
4,236 $354,000
Q4 2021

Jun 06, 2022
BUY
$73.18 - $84.81 $311,454 - $360,951
4,256 New
4,256 $315,000

Others Institutions Holding IVW

# of Institutions
1,680
Shares Held
388M
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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