Keystone Financial Services Ishares S&P 500 Growth ETF Transaction History

Keystone Financial Services

$300 Million
Q3 2025

A detailed history of Keystone Financial Services transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Keystone Financial Services holds 186,954 shares of IVW stock, worth $22.6 Million. This represents 7.53% of its overall portfolio holdings.

Number of Shares

186,954

Previous 182,819 2.26%

Holding current value

$22.6 Million

Previous $20.1 Million 12.13%

% of portfolio

7.53%

Previous 7.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$108.97 - $121.65 $450,590 - $503,022	4,135 Added 2.26%	186,954 $22.6 Million
Q2 2025 Aug 06, 2025	SELL	$82.96 - $110.1 $2.34 Million - $3.1 Million	-28,168 Reduced 13.35%	182,819 $20.1 Million
Q1 2025 Apr 22, 2025	BUY	$92.45 - $106.69 $398,182 - $459,513	4,307 Added 2.08%	210,987 $19.6 Million
Q4 2024 Jan 30, 2025	BUY	$94.43 - $105.47 $240,418 - $268,526	2,546 Added 1.25%	206,680 $21 Million
Q3 2024 Nov 04, 2024	SELL	$84.77 - $97.13 $1.65 Million - $1.89 Million	-19,420 Reduced 8.69%	204,134 $19.5 Million

Q2 2024 Jul 23, 2024	BUY	$79.31 - $93.31 $9.14 Million - $10.7 Million	115,196 Added 106.31%	223,554 $20.7 Million
Q1 2024 Jun 13, 2024	BUY	$72.87 - $85.14 $3.86 Million - $4.51 Million	53,029 Added 95.84%	108,358 $9.15 Million
Q4 2023 Jan 29, 2024	BUY	$65.78 - $75.4 $150,438 - $172,439	2,287 Added 4.31%	55,329 $4.16 Million
Q3 2023 Nov 07, 2023	BUY	$68.05 - $72.66 $3.61 Million - $3.85 Million	53,042 New	53,042 $3.63 Million

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

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Keystone Financial Services Ishares S&P 500 Growth ETF Transaction History