Kestra Investment Management, LLC Ishares S&P 500 Growth ETF Transaction History

Kestra Investment Management, LLC

  • $2.54 Trillion
  • Q4 2024

A detailed history of Kestra Investment Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Kestra Investment Management, LLC holds 3,832 shares of IVW stock, worth $399,256. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,832
Previous 3,154 21.5%
Holding current value
$399,256
Previous $302 Million 28.83%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Jan 31, 2025
BUY
$94.43 - $105.47 $64,023 - $71,508
678 Added 21.5%
3,832 $389 Million
Q3 2024

Nov 14, 2024
BUY
$84.77 - $97.13 $267,364 - $306,348
3,154 New
3,154 $302 Million

Others Institutions Holding IVW

# of Institutions
1,897
Shares Held
416M
Call Options Held
352K
Put Options Held
483K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Kestra Investment Management, LLC Portfolio

Follow Kestra Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email