York Bridge Wealth Partners, LLC Ishares S&P 500 Growth ETF Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 66,447 shares of IVW stock, worth $6.68 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

66,447

Previous 66,936 0.73%

Holding current value

$6.68 Million

Previous $3.87 Million 0.39%

% of portfolio

0.99%

Previous 1.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	SELL	$56.73 - $63.56 $27,740 - $31,080	-489 Reduced 0.73%	66,447 $0
Q2 2022 Jul 15, 2022	BUY	$58.13 - $77.8 $61,908 - $82,857	1,065 Added 1.62%	66,936 $4.04 Million
Q1 2022 Apr 15, 2022	BUY	$68.33 - $84.32 $273 - $337	4 Added 0.01%	65,871 $5.03 Million
Q4 2021 Jan 19, 2022	BUY	$73.18 - $84.81 $365 - $424	5 Added 0.01%	65,867 $5.51 Million
Q3 2021 Oct 22, 2021	BUY	$72.99 - $79.0 $13,868 - $15,010	190 Added 0.29%	65,862 $4.87 Million
Q2 2021 Jul 22, 2021	BUY	$65.96 - $72.81 $395 - $436	6 Added 0.01%	65,672 $4.78 Million
Q1 2021 Apr 15, 2021	SELL	$61.43 - $67.25 $56,515 - $61,870	-920 Reduced 1.38%	65,666 $4.28 Million
Q4 2020 Jan 19, 2021	BUY	$56.17 - $63.82 $2.83 Million - $3.21 Million	50,339 Added 309.84%	66,586 $4.25 Million
Q3 2020 Oct 19, 2020	BUY	$52.42 - $62.43 $471 - $561	9 Added 0.06%	16,247 $3.75 Million
Q2 2020 Jul 20, 2020	BUY	$39.5 - $52.48 $5,648 - $7,504	143 Added 0.89%	16,238 $3.37 Million
Q1 2020 Apr 16, 2020	SELL	$36.14 - $52.65 $3,071 - $4,475	-85 Reduced 0.53%	16,095 $2.66 Million
Q4 2019 Jan 17, 2020	BUY	$43.72 - $48.62 $224,851 - $250,052	5,143 Added 46.6%	16,180 $3.13 Million
Q3 2019 Oct 21, 2019	BUY	$43.49 - $46.27 $66,887 - $71,163	1,538 Added 16.19%	11,037 $1.99 Million
Q2 2019 Jul 18, 2019	SELL	$41.95 - $45.26 $2,936 - $3,168	-70 Reduced 0.73%	9,499 $1.7 Million
Q1 2019 May 09, 2019	SELL	$36.63 - $43.33 $10,256 - $12,132	-280 Reduced 2.84%	9,569 $1.65 Million
Q4 2018 Feb 14, 2019	SELL	$35.15 - $44.43 $1,195 - $1,510	-34 Reduced 0.34%	9,849 $1.48 Million
Q3 2018 Nov 14, 2018	SELL	$40.58 - $44.29 $2,069 - $2,258	-51 Reduced 0.51%	9,883 $1.76 Million
Q1 2018 May 15, 2018	SELL	$37.4 - $41.49 $7,667 - $8,505	-205 Reduced 2.02%	9,934 $1.55 Million
Q4 2017 Feb 12, 2018	BUY	$35.95 - $38.73 $431 - $464	12 Added 0.12%	10,139 $1.56 Million
Q3 2017 Oct 27, 2017	BUY	$35.46 - $35.85 $5,744 - $5,807	162 Added 1.63%	10,127 $1.45 Million
Q2 2017 Aug 14, 2017	BUY	N/A	9,965	9,965 $1.36 Million

Others Institutions Holding IVW

# of Institutions

2,005

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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York Bridge Wealth Partners, LLC Ishares S&P 500 Growth ETF Transaction History