Kfg Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Kfg Wealth Management, LLC

  • $222 Million
  • Q1 2024

A detailed history of Kfg Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 92,679 shares of IVW stock, worth $8.88 Million. This represents 3.53% of its overall portfolio holdings.

Number of Shares
92,679
Previous 96,720 4.18%
Holding current value
$8.88 Million
Previous $7.26 Million 7.74%
% of portfolio
3.53%
Previous 3.6%

Shares

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

Apr 19, 2024
SELL
$72.87 - $85.14 $294,467 - $344,050
-4,041 Reduced 4.18%
92,679 $7.83 Million
Q4 2023

Jan 31, 2024
SELL
$65.78 - $75.4 $705,950 - $809,192
-10,732 Reduced 9.99%
96,720 $7.26 Million
Q3 2023

Oct 17, 2023
SELL
$68.05 - $72.66 $438,854 - $468,584
-6,449 Reduced 5.66%
107,452 $7.35 Million
Q2 2023

Jul 18, 2023
SELL
$63.21 - $70.48 $741,453 - $826,730
-11,730 Reduced 9.34%
113,901 $8.03 Billion
Q1 2023

Apr 14, 2023
BUY
$57.25 - $63.89 $7.19 Million - $8.03 Million
125,631 New
125,631 $8.13 Billion

Others Institutions Holding IVW

# of Institutions
1,678
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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