A detailed history of Kfa Private Wealth Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 9,437 shares of IVW stock, worth $873,299. This represents 0.25% of its overall portfolio holdings.

Number of Shares
9,437
Previous 9,057 4.2%
Holding current value
$873,299
Previous $680,000 17.06%
% of portfolio
0.25%
Previous 0.24%

Shares

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

May 01, 2024

BUY
$72.87 - $85.14 $27,690 - $32,353
380 Added 4.2%
9,437 $796,000
Q4 2023

Feb 02, 2024

BUY
$65.78 - $75.4 $1,841 - $2,111
28 Added 0.31%
9,057 $680,000
Q2 2023

Jul 18, 2023

BUY
$63.21 - $70.48 $568 - $634
9 Added 0.1%
9,029 $636,000
Q1 2023

May 05, 2023

SELL
$57.25 - $63.89 $69,959 - $78,073
-1,222 Reduced 11.93%
9,020 $576,000
Q4 2022

Jan 31, 2023

BUY
$56.99 - $63.56 $583,691 - $650,981
10,242 New
10,242 $599,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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