Wr Wealth Planners, LLC Ishares S&P 500 Growth ETF Transaction History

Wr Wealth Planners, LLC

$318 Million
Q2 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 3,409 shares of IVW stock, worth $317,514. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,409

Previous 1,988 71.48%

Holding current value

$317,514

Previous $167,000 88.62%

% of portfolio

0.1%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$79.31 - $93.31 $112,699 - $132,593	1,421 Added 71.48%	3,409 $315,000
Q1 2024 Jul 31, 2024	SELL	$72.87 - $85.14 $493,694 - $576,823	-6,775 Reduced 77.31%	1,988 $167,000
Q4 2023 Jul 30, 2024	BUY	$65.78 - $75.4 $576,430 - $660,730	8,763 New	8,763 $658,000
Q3 2023 Aug 01, 2024	BUY	$68.05 - $72.66 $509,626 - $544,150	7,489 Added 2377.46%	7,804 $534 Million
Q2 2023 Aug 01, 2024	SELL	$63.21 - $70.48 $195,571 - $218,065	-3,094 Reduced 90.76%	315 $22.2 Million
Q1 2023 Aug 01, 2024	SELL	$57.25 - $63.89 $185,890 - $207,450	-3,247 Reduced 95.25%	162 $10.4 Million

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Ishares S&P 500 Growth ETF Transaction History