A detailed history of Security Financial Services, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Security Financial Services, Inc. holds 271,505 shares of IVW stock, worth $27.9 Million. This represents 5.42% of its overall portfolio holdings.

Number of Shares
271,505
Previous 300,245 9.57%
Holding current value
$27.9 Million
Previous $27.8 Million 6.44%
% of portfolio
5.42%
Previous 6.15%

Shares

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

Nov 05, 2024

SELL
$84.77 - $97.13 $2.44 Million - $2.79 Million
-28,740 Reduced 9.57%
271,505 $26 Million
Q2 2024

Jul 23, 2024

BUY
$79.31 - $93.31 $8.65 Million - $10.2 Million
109,055 Added 57.04%
300,245 $27.8 Million
Q1 2024

Apr 11, 2024

BUY
$72.87 - $85.14 $5.49 Million - $6.41 Million
75,318 Added 65.0%
191,190 $16.1 Million
Q4 2023

Jan 16, 2024

BUY
$65.78 - $75.4 $1.63 Million - $1.87 Million
24,834 Added 27.28%
115,872 $8.7 Million
Q3 2023

Nov 07, 2023

BUY
$68.05 - $72.66 $3.66 Million - $3.91 Million
53,747 Added 144.13%
91,038 $6.23 Million
Q2 2023

Aug 11, 2023

BUY
$63.21 - $70.48 $1.17 Million - $1.31 Million
18,527 Added 98.74%
37,291 $2.63 Million
Q1 2023

May 02, 2023

BUY
$57.25 - $63.89 $26,678 - $29,772
466 Added 2.55%
18,764 $1.2 Million
Q4 2022

Jan 30, 2023

SELL
$56.73 - $63.56 $507,222 - $568,289
-8,941 Reduced 32.82%
18,298 $1.07 Million
Q3 2022

Oct 19, 2022

SELL
$57.85 - $71.43 $97,072 - $119,859
-1,678 Reduced 5.8%
27,239 $1.58 Million
Q2 2022

Jul 20, 2022

BUY
$58.13 - $77.8 $360,057 - $481,893
6,194 Added 27.26%
28,917 $1.75 Million
Q1 2022

Apr 19, 2022

BUY
$68.33 - $84.32 $672,503 - $829,877
9,842 Added 76.41%
22,723 $1.74 Million
Q4 2021

Mar 15, 2022

BUY
$73.18 - $84.81 $942,631 - $1.09 Million
12,881 New
12,881 $1.08 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 Security Financial Services, Inc. Portfolio

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

News

Stay updated on Security Financial Services, Inc. with notifications on news.