Kapstone Financial Advisors LLC Ishares Core S&P 500 ETF Transaction History

Kapstone Financial Advisors LLC

  • $165 Billion
  • Q3 2024

A detailed history of Kapstone Financial Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 42,951 shares of IVV stock, worth $25.5 Million. This represents 14.95% of its overall portfolio holdings.

Number of Shares
42,951
Previous 41,084 4.54%
Holding current value
$25.5 Million
Previous $22.5 Billion 9.67%
% of portfolio
14.95%
Previous 14.74%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$520.18 - $576.82 $971,176 - $1.08 Million
1,867 Added 4.54%
42,951 $24.7 Billion
Q2 2024

Aug 02, 2024
BUY
$497.53 - $549.64 $1.33 Million - $1.47 Million
2,681 Added 6.98%
41,084 $22.5 Billion
Q1 2024

May 13, 2024
BUY
$469.56 - $525.73 $833,938 - $933,696
1,776 Added 4.85%
38,403 $20.2 Billion
Q4 2023

Feb 05, 2024
BUY
$412.55 - $479.0 $649,766 - $754,425
1,575 Added 4.49%
36,627 $18 Billion
Q3 2023

Nov 03, 2023
BUY
$427.76 - $460.18 $601,430 - $647,013
1,406 Added 4.18%
35,052 $15.1 Billion
Q2 2023

Aug 08, 2023
BUY
$406.17 - $445.71 $83,264 - $91,370
205 Added 0.61%
33,646 $15.4 Billion
Q1 2023

Apr 20, 2023
BUY
$381.13 - $418.66 $360,548 - $396,052
946 Added 2.91%
33,441 $13.9 Billion
Q4 2022

Feb 15, 2023
BUY
$357.98 - $409.32 $11.6 Million - $13.3 Million
32,495 New
32,495 $13.6 Billion

Others Institutions Holding IVV

# of Institutions
3,442
Shares Held
687M
Call Options Held
1.45M
Put Options Held
1.1M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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