A detailed history of L.M. Kohn & Company transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, L.M. Kohn & Company holds 2,752 shares of IVW stock, worth $332,221. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,752
Previous 2,916 5.62%
Holding current value
$332,221
Previous $270,000 11.85%
% of portfolio
0.08%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025

SELL
$82.96 - $110.1 $13,605 - $18,056
-164 Reduced 5.62%
2,752 $302,000
Q1 2025

Apr 21, 2025

SELL
$92.45 - $106.69 $3,328 - $3,840
-36 Reduced 1.22%
2,916 $270,000
Q3 2024

Nov 14, 2024

BUY
$84.77 - $97.13 $46,453 - $53,227
548 Added 22.8%
2,952 $282,000
Q2 2024

Jul 30, 2024

SELL
$79.31 - $93.31 $43,461 - $51,133
-548 Reduced 18.56%
2,404 $222,000
Q1 2024

Apr 25, 2024

BUY
$72.87 - $85.14 $215,112 - $251,333
2,952 New
2,952 $249,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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