Kfg Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Kfg Wealth Management, LLC

$344 Million
Q3 2024

A detailed history of Kfg Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 113,410 shares of IVW stock, worth $11.5 Million. This represents 3.15% of its overall portfolio holdings.

Number of Shares

113,410

Previous 93,295 21.56%

Holding current value

$11.5 Million

Previous $8.63 Million 25.78%

% of portfolio

3.15%

Previous 3.76%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$84.77 - $97.13 $1.71 Million - $1.95 Million	20,115 Added 21.56%	113,410 $10.9 Million
Q2 2024 Jul 19, 2024	BUY	$79.31 - $93.31 $48,854 - $57,478	616 Added 0.66%	93,295 $8.63 Million
Q1 2024 Apr 19, 2024	SELL	$72.87 - $85.14 $294,467 - $344,050	-4,041 Reduced 4.18%	92,679 $7.83 Million
Q4 2023 Jan 31, 2024	SELL	$65.78 - $75.4 $705,950 - $809,192	-10,732 Reduced 9.99%	96,720 $7.26 Million
Q3 2023 Oct 17, 2023	SELL	$68.05 - $72.66 $438,854 - $468,584	-6,449 Reduced 5.66%	107,452 $7.35 Million
Q2 2023 Jul 18, 2023	SELL	$63.21 - $70.48 $741,453 - $826,730	-11,730 Reduced 9.34%	113,901 $8.03 Billion
Q1 2023 Apr 14, 2023	BUY	$57.25 - $63.89 $7.19 Million - $8.03 Million	125,631 New	125,631 $8.13 Billion

Others Institutions Holding IVW

# of Institutions

1,826

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Kfg Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History