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

Kapstone Financial Advisors LLC

  • $147 Billion
  • Q1 2024

A detailed history of Kapstone Financial Advisors LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 29,586 shares of IVW stock, worth $2.78 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
29,586
Previous 27,109 9.14%
Holding current value
$2.78 Million
Previous $2.13 Billion 17.23%
% of portfolio
1.7%
Previous 1.67%

Shares

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

May 13, 2024
BUY
$72.87 - $85.14 $180,498 - $210,891
2,477 Added 9.14%
29,586 $2.5 Billion
Q4 2023

Feb 05, 2024
BUY
$65.78 - $75.4 $11,971 - $13,722
182 Added 0.68%
27,109 $2.13 Billion
Q3 2023

Nov 03, 2023
BUY
$68.05 - $72.66 $9,458 - $10,099
139 Added 0.52%
26,927 $1.84 Billion
Q2 2023

Aug 08, 2023
BUY
$63.21 - $70.48 $42,161 - $47,010
667 Added 2.55%
26,788 $1.94 Billion
Q1 2023

Apr 20, 2023
BUY
$57.25 - $63.89 $34,521 - $38,525
603 Added 2.36%
26,121 $1.69 Billion
Q4 2022

Feb 15, 2023
BUY
$56.99 - $63.56 $1.45 Million - $1.62 Million
25,518 New
25,518 $1.61 Billion

Others Institutions Holding IVW

# of Institutions
1,677
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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