Shepherd Kaplan Krochuk, LLC Ishares S&P 500 Growth ETF Transaction History

Shepherd Kaplan Krochuk, LLC

  • $119 Million
  • Q3 2025

A detailed history of Shepherd Kaplan Krochuk, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Shepherd Kaplan Krochuk, LLC holds 7,938 shares of IVW stock, worth $960,815. This represents 0.81% of its overall portfolio holdings.

Number of Shares
7,938
Previous 7,938 -0.0%
Holding current value
$960,815
Previous $873,000 9.74%
% of portfolio
0.81%
Previous 0.78%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$82.96 - $110.1 $912 - $1,211
-11 Reduced 0.14%
7,938 $873,000
Q4 2024

Feb 13, 2025
SELL
$94.43 - $105.47 $14,353 - $16,031
-152 Reduced 1.88%
7,949 $807,000
Q3 2024

Nov 14, 2024
BUY
$84.77 - $97.13 $13,902 - $15,929
164 Added 2.07%
8,101 $775,000
Q1 2024

May 14, 2024
SELL
$72.87 - $85.14 $54,506 - $63,684
-748 Reduced 8.61%
7,937 $670,000
Q3 2023

Nov 13, 2023
SELL
$68.05 - $72.66 $87,716 - $93,658
-1,289 Reduced 12.92%
8,685 $594,000
Q2 2023

Aug 14, 2023
SELL
$63.21 - $70.48 $19,595 - $21,848
-310 Reduced 3.01%
9,974 $702,000
Q1 2023

May 11, 2023
BUY
$57.25 - $63.89 $3,778 - $4,216
66 Added 0.65%
10,284 $657,000
Q4 2022

Feb 13, 2023
SELL
$56.73 - $63.56 $406,754 - $455,725
-7,170 Reduced 41.24%
10,218 $597,000
Q3 2022

Nov 09, 2022
SELL
$57.85 - $71.43 $77,634 - $95,859
-1,342 Reduced 7.16%
17,388 $1.01 Million
Q1 2022

May 06, 2022
BUY
$68.33 - $84.32 $68 - $84
1 Added 0.01%
18,730 $1.43 Million
Q4 2021

Feb 14, 2022
BUY
$73.18 - $84.81 $73 - $84
1 Added 0.01%
18,729 $1.57 Million
Q2 2021

Aug 10, 2021
BUY
$65.96 - $72.81 $81,526 - $89,993
1,236 Added 7.07%
18,728 $1.36 Million
Q1 2021

May 17, 2021
SELL
$61.43 - $67.25 $106,888 - $117,015
-1,740 Reduced 9.05%
17,492 $1.14 Million
Q4 2020

Feb 12, 2021
BUY
$56.17 - $63.82 $810,196 - $920,539
14,424 Added 300.0%
19,232 $1.23 Million
Q1 2020

May 12, 2020
SELL
$36.14 - $52.65 $120,888 - $176,114
-3,345 Reduced 41.03%
4,808 $794,000
Q3 2019

Nov 12, 2019
SELL
$43.49 - $46.27 $26,963 - $28,687
-620 Reduced 7.07%
8,153 $1.47 Million
Q2 2019

Aug 12, 2019
SELL
$41.95 - $45.26 $270,158 - $291,474
-6,440 Reduced 42.33%
8,773 $1.57 Million
Q1 2019

May 14, 2019
SELL
$36.63 - $43.33 $96,373 - $114,001
-2,631 Reduced 14.74%
15,213 $2.62 Million
Q4 2018

Feb 12, 2019
SELL
$35.15 - $44.43 $67,944 - $85,883
-1,933 Reduced 9.77%
17,844 $2.69 Million
Q3 2018

Nov 14, 2018
BUY
$40.58 - $44.29 $523,076 - $570,898
12,890 Added 187.16%
19,777 $3.5 Million
Q2 2018

Aug 14, 2018
SELL
$37.83 - $42.01 $108,458 - $120,442
-2,867 Reduced 29.39%
6,887 $1.12 Million
Q1 2018

May 11, 2018
SELL
$37.4 - $41.49 $131,610 - $146,003
-3,519 Reduced 26.51%
9,754 $1.51 Million
Q4 2017

Feb 13, 2018
BUY
$35.95 - $38.73 $477,164 - $514,063
13,273
13,273 $2.03 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

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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