Kapstone Financial Advisors LLC Ishares S&P 500 Growth ETF Transaction History

Kapstone Financial Advisors LLC

$187 Billion
Q4 2024

A detailed history of Kapstone Financial Advisors LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 34,843 shares of IVW stock, worth $3.53 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

34,843

Previous 30,559 14.02%

Holding current value

$3.53 Million

Previous $2.91 Billion 24.23%

% of portfolio

1.93%

Previous 1.76%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$94.43 - $105.47 $404,538 - $451,833	4,284 Added 14.02%	34,843 $3.62 Billion
Q3 2024 Nov 06, 2024	BUY	$84.77 - $97.13 $82,481 - $94,507	973 Added 3.29%	30,559 $2.91 Billion
Q1 2024 May 13, 2024	BUY	$72.87 - $85.14 $180,498 - $210,891	2,477 Added 9.14%	29,586 $2.5 Billion
Q4 2023 Feb 05, 2024	BUY	$65.78 - $75.4 $11,971 - $13,722	182 Added 0.68%	27,109 $2.13 Billion
Q3 2023 Nov 03, 2023	BUY	$68.05 - $72.66 $9,458 - $10,099	139 Added 0.52%	26,927 $1.84 Billion
Q2 2023 Aug 08, 2023	BUY	$63.21 - $70.48 $42,161 - $47,010	667 Added 2.55%	26,788 $1.94 Billion
Q1 2023 Apr 20, 2023	BUY	$57.25 - $63.89 $34,521 - $38,525	603 Added 2.36%	26,121 $1.69 Billion
Q4 2022 Feb 15, 2023	BUY	$56.73 - $63.56 $1.45 Million - $1.62 Million	25,518 New	25,518 $1.61 Billion

Others Institutions Holding IVW

# of Institutions

2,001

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Kapstone Financial Advisors LLC Ishares S&P 500 Growth ETF Transaction History