Capstone Financial Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History

Capstone Financial Advisors, Inc.

  • $1.84 Billion
  • Q3 2025

A detailed history of Capstone Financial Advisors, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 1,756 shares of IVW stock, worth $212,546. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,756
Previous 1,958 10.32%
Holding current value
$212,546
Previous $215,000 1.86%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$108.97 - $121.65 $22,011 - $24,573
-202 Reduced 10.32%
1,756 $211,000
Q2 2025

Aug 08, 2025
BUY
$82.96 - $110.1 $162,435 - $215,575
1,958 New
1,958 $215,000
Q2 2018

Aug 15, 2018
SELL
$37.83 - $42.01 $61,511 - $68,308
-1,626 Closed
0 $0
Q1 2018

May 15, 2018
BUY
$37.4 - $41.49 $60,812 - $67,462
1,626 New
1,626 $252,000

Others Institutions Holding IVW

# of Institutions
2,174
Shares Held
420M
Call Options Held
212K
Put Options Held
158K
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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