A detailed history of Life Steps Financial, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Life Steps Financial, Inc. holds 11,767 shares of IVW stock, worth $1.24 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
11,767
Previous 11,767 -0.0%
Holding current value
$1.24 Million
Previous $1.09 Million 3.49%
% of portfolio
0.88%
Previous 0.9%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Jul 09, 2021

BUY
$65.96 - $72.81 $17,611 - $19,440
267 Added 2.32%
11,767 $856,000
Q4 2020

Jan 25, 2021

BUY
$56.17 - $63.82 $484,466 - $550,447
8,625 Added 300.0%
11,500 $734,000
Q2 2020

Aug 05, 2020

SELL
$39.5 - $52.48 $10,625 - $14,117
-269 Reduced 8.56%
2,875 $597,000
Q4 2019

Jan 30, 2020

BUY
$43.72 - $48.62 $137,455 - $152,861
3,144 New
3,144 $609,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Life Steps Financial, Inc. Portfolio

Follow Life Steps Financial, Inc. 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 Life Steps Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Life Steps Financial, Inc. with notifications on news.