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

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 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 8,522 shares of IVW stock, worth $908,700. This represents 0.29% of its overall portfolio holdings.

Number of Shares
8,522
Previous 20,610 58.65%
Holding current value
$908,700
Previous $1.97 Million 56.16%
% of portfolio
0.29%
Previous 0.57%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$94.43 - $105.47 $1.14 Million - $1.27 Million
-12,088 Reduced 58.65%
8,522 $865,000
Q3 2024

Oct 17, 2024
BUY
$84.77 - $97.13 $1.46 Million - $1.67 Million
17,201 Added 504.58%
20,610 $1.97 Million
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
Q3 2022

Oct 10, 2024
SELL
$57.85 - $71.43 $195,243 - $241,076
-3,375 Reduced 99.0%
34 $1.97 Million
Q1 2022

Oct 17, 2024
SELL
$68.33 - $84.32 $1.41 Million - $1.73 Million
-20,576 Reduced 99.84%
34 $2.6 Million

Others Institutions Holding IVW

# of Institutions
1,984
Shares Held
429M
Call Options Held
287K
Put Options Held
96.1K
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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