Life Steps Financial, Inc. Ishares S&P 500 Growth ETF Transaction History

Life Steps Financial, Inc.

$130 Million
Q4 2024

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 11,736 shares of IVW stock, worth $1.18 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

11,736

Previous 11,767 0.26%

Holding current value

$1.18 Million

Previous $1.13 Million 5.77%

% of portfolio

0.92%

Previous 0.88%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 03, 2025	SELL	$94.43 - $105.47 $2,927 - $3,269	-31 Reduced 0.26%	11,736 $1.19 Million
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

# of Institutions

2,005

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Life Steps Financial, Inc. Ishares S&P 500 Growth ETF Transaction History