A detailed history of Kmg Fiduciary Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 82,504 shares of IVW stock, worth $8.68 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
82,504
Previous 34,166 141.48%
Holding current value
$8.68 Million
Previous $3.16 Million 149.89%
% of portfolio
0.69%
Previous 0.31%

Shares

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

Oct 17, 2024

BUY
$84.77 - $97.13 $4.1 Million - $4.7 Million
48,338 Added 141.48%
82,504 $7.9 Million
Q2 2024

Jul 17, 2024

BUY
$79.31 - $93.31 $1.05 Million - $1.24 Million
13,253 Added 63.37%
34,166 $3.16 Million
Q1 2024

Apr 10, 2024

BUY
$72.87 - $85.14 $5,829 - $6,811
80 Added 0.38%
20,913 $1.77 Million
Q1 2023

Apr 13, 2023

BUY
$57.25 - $63.89 $1.19 Million - $1.33 Million
20,833 New
20,833 $1.33 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 Kmg Fiduciary Partners, LLC Portfolio

Follow Kmg Fiduciary Partners, LLC 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 Kmg Fiduciary Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kmg Fiduciary Partners, LLC with notifications on news.