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 108,358 shares of IVW stock, worth $10.2 Million. This represents 4.02% of its overall portfolio holdings.

Number of Shares
108,358
Previous 55,329 95.84%
Holding current value
$10.2 Million
Previous $4.16 Million 120.19%
% of portfolio
4.02%
Previous 1.96%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Keystone Financial Services Portfolio

Follow Keystone Financial Services 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 Keystone Financial Services, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Services with notifications on news.