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

Kapstone Financial Advisors LLC

  • $212 Billion
  • Q3 2025

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 44,303 shares of IVW stock, worth $5.36 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares
44,303
Previous 40,490 9.42%
Holding current value
$5.36 Million
Previous $4.46 Billion 19.97%
% of portfolio
2.52%
Previous 2.22%

Shares

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

Nov 07, 2025
BUY
$108.97 - $121.65 $415,502 - $463,851
3,813 Added 9.42%
44,303 $5.35 Billion
Q2 2025

Jul 11, 2025
BUY
$82.96 - $110.1 $220,092 - $292,095
2,653 Added 7.01%
40,490 $4.46 Billion
Q1 2025

Apr 11, 2025
BUY
$92.45 - $106.69 $276,795 - $319,429
2,994 Added 8.59%
37,837 $3.51 Billion
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
2,176
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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