Kelly Financial Services LLC Ishares S&P 500 Growth ETF Transaction History

Kelly Financial Services LLC

  • $258 Million
  • Q3 2024

A detailed history of Kelly Financial Services LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Kelly Financial Services LLC holds 196,165 shares of IVW stock, worth $19.5 Million. This represents 7.28% of its overall portfolio holdings.

Number of Shares
196,165
Previous 227,562 13.8%
Holding current value
$19.5 Million
Previous $21.1 Million 10.81%
% of portfolio
7.28%
Previous 7.87%

Shares

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

Oct 08, 2024
SELL
$84.77 - $97.13 $2.66 Million - $3.05 Million
-31,397 Reduced 13.8%
196,165 $18.8 Million
Q2 2024

Aug 12, 2024
BUY
$79.31 - $93.31 $6.62 Million - $7.79 Million
83,513 Added 57.98%
227,562 $21.1 Million
Q1 2024

Jul 17, 2024
BUY
$72.87 - $85.14 $5.43 Million - $6.35 Million
74,548 Added 107.26%
144,049 $12.2 Million
Q4 2023

Jul 17, 2024
BUY
$65.78 - $75.4 $42,888 - $49,160
652 Added 0.95%
69,501 $5.22 Billion
Q3 2023

Jul 17, 2024
BUY
$68.05 - $72.66 $3.66 Million - $3.91 Million
53,835 Added 358.57%
68,849 $4.71 Billion
Q2 2023

Jul 17, 2024
BUY
$63.21 - $70.48 $936,392 - $1.04 Million
14,814 Added 7407.0%
15,014 $1.06 Billion
Q1 2023

Jul 17, 2024
BUY
$57.25 - $63.89 $1,889 - $2,108
33 Added 19.76%
200 $12.8 Million
Q2 2022

Jul 17, 2024
SELL
$58.13 - $77.8 $202,931 - $271,599
-3,491 Reduced 95.43%
167 $10.1 Million
Q1 2022

Jul 17, 2024
BUY
$68.33 - $84.32 $238,540 - $294,361
3,491 Added 2090.42%
3,658 $279 Million
Q4 2021

Jul 17, 2024
BUY
$73.18 - $84.81 $73 - $84
1 Added 0.6%
167 $13.9 Million
Q3 2021

Jul 17, 2024
SELL
$72.99 - $79.0 $1.51 Million - $1.63 Million
-20,652 Reduced 99.2%
166 $12.3 Million
Q2 2021

Jul 17, 2024
BUY
$65.96 - $72.81 $1.35 Million - $1.49 Million
20,532 Added 7179.02%
20,818 $286,000
Q4 2020

Jul 17, 2024
BUY
$56.17 - $63.82 $12,076 - $13,721
215 Added 302.82%
286 $18.2 Million
Q3 2020

Jul 17, 2024
BUY
$52.42 - $62.43 $1,572 - $1,872
30 Added 73.17%
71 $16.5 Million
Q3 2019

Jul 17, 2024
SELL
$43.49 - $46.27 $2,348 - $2,498
-54 Reduced 56.84%
41 $7.34 Million
Q2 2019

Jul 17, 2024
BUY
$41.95 - $45.26 $41 - $45
1 Added 1.06%
95 $17 Million
Q1 2019

Jul 17, 2024
BUY
$36.63 - $43.33 $3,443 - $4,073
94 New
94 $16.3 Million

Others Institutions Holding IVW

# of Institutions
1,816
Shares Held
414M
Call Options Held
355K
Put Options Held
454K
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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