Zhang Financial LLC Ishares S&P 500 Growth ETF Transaction History

Zhang Financial LLC

  • $1.34 Billion
  • Q1 2024

A detailed history of Zhang Financial LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Zhang Financial LLC holds 4,038 shares of IVW stock, worth $387,526. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,038
Previous 4,058 0.49%
Holding current value
$387,526
Previous $304,000 11.84%
% of portfolio
0.03%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
SELL
$72.87 - $85.14 $1,457 - $1,702
-20 Reduced 0.49%
4,038 $340,000
Q1 2023

May 10, 2023
SELL
$57.25 - $63.89 $9,389 - $10,477
-164 Reduced 3.88%
4,058 $259,000
Q4 2022

May 17, 2023
BUY
$56.99 - $63.56 $9,346 - $10,423
164 Added 4.04%
4,222 $246,000
Q2 2022

Jul 14, 2022
BUY
$58.13 - $77.8 $1,162 - $1,556
20 Added 0.48%
4,222 $255,000
Q2 2021

Jul 26, 2021
BUY
$65.96 - $72.81 $17,017 - $18,784
258 Added 6.54%
4,202 $306,000
Q4 2020

Jan 20, 2021
BUY
$56.17 - $63.82 $166,150 - $188,779
2,958 Added 300.0%
3,944 $252,000
Q3 2020

Oct 13, 2020
BUY
$52.42 - $62.43 $51,686 - $61,555
986 New
986 $228,000
Q2 2020

Jul 23, 2020
SELL
$39.5 - $52.48 $48,585 - $64,550
-1,230 Closed
0 $0
Q4 2019

Jan 21, 2020
SELL
$43.72 - $48.62 $6,558 - $7,293
-150 Reduced 10.87%
1,230 $238,000
Q3 2019

Oct 17, 2019
SELL
$43.49 - $46.27 $3,566 - $3,794
-82 Reduced 5.61%
1,380 $248,000
Q2 2019

Jul 24, 2019
SELL
$41.95 - $45.26 $16,780 - $18,104
-400 Reduced 21.48%
1,462 $262,000
Q1 2019

May 14, 2019
SELL
$36.63 - $43.33 $1,208 - $1,429
-33 Reduced 1.74%
1,862 $321,000
Q4 2018

May 16, 2019
BUY
$35.15 - $44.43 $14,060 - $17,772
400 Added 26.76%
1,895 $286,000
Q2 2018

May 24, 2019
BUY
$37.83 - $42.01 $56,555 - $62,804
1,495 New
1,495 $245,000
Q4 2017

May 23, 2019
SELL
$35.95 - $38.73 $58,346 - $62,858
-1,623 Closed
0 $0
Q2 2017

May 23, 2019
BUY
N/A
1,623
1,623 $223,000

Others Institutions Holding IVW

# of Institutions
1,679
Shares Held
384M
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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