A detailed history of Keystone Financial Services transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Keystone Financial Services holds 204,134 shares of IVW stock, worth $21 Million. This represents 7.69% of its overall portfolio holdings.

Number of Shares
204,134
Previous 223,554 8.69%
Holding current value
$21 Million
Previous $20.7 Million 5.52%
% of portfolio
7.69%
Previous 8.65%

Shares

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

Nov 04, 2024

SELL
$84.77 - $97.13 $1.65 Million - $1.89 Million
-19,420 Reduced 8.69%
204,134 $19.5 Million
Q2 2024

Jul 23, 2024

BUY
$79.31 - $93.31 $9.14 Million - $10.7 Million
115,196 Added 106.31%
223,554 $20.7 Million
Q1 2024

Jun 13, 2024

BUY
$72.87 - $85.14 $3.86 Million - $4.51 Million
53,029 Added 95.84%
108,358 $9.15 Million
Q4 2023

Jan 29, 2024

BUY
$65.78 - $75.4 $150,438 - $172,439
2,287 Added 4.31%
55,329 $4.16 Million
Q3 2023

Nov 07, 2023

BUY
$68.05 - $72.66 $3.61 Million - $3.85 Million
53,042 New
53,042 $3.63 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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