A detailed history of World Equity Group, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, World Equity Group, Inc. holds 13,535 shares of IVW stock, worth $1.35 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
13,535
Previous 7,460 81.43%
Holding current value
$1.35 Million
Previous $690 Million 87.73%
% of portfolio
0.47%
Previous 0.21%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$84.77 - $97.13 $514,977 - $590,064
6,075 Added 81.43%
13,535 $1.3 Billion
Q2 2024

Jul 18, 2024

SELL
$79.31 - $93.31 $430,653 - $506,673
-5,430 Reduced 42.13%
7,460 $690 Million
Q1 2024

Jul 18, 2024

BUY
$72.87 - $85.14 $939,294 - $1.1 Million
12,890 New
12,890 $1.09 Billion
Q4 2023

Jul 22, 2024

BUY
$65.78 - $75.4 $16,050 - $18,397
244 Added 3.33%
7,568 $568 Million
Q3 2023

Jul 22, 2024

SELL
$68.05 - $72.66 $9,254 - $9,881
-136 Reduced 1.82%
7,324 $501 Million
Q2 2022

Sep 06, 2024

SELL
$58.13 - $77.8 $909,850 - $1.22 Million
-15,652 Closed
0 $0
Q1 2022

Sep 06, 2024

BUY
$68.33 - $84.32 $559,759 - $690,749
8,192 Added 109.81%
15,652 $1.2 Billion

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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