Ownership history in Keystone Financial Services · 8 quarters on record
This page tracks every 13F SEC filing in which Keystone Financial Services reported a position in ISHARES TR (IVE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 100,934 | +7,104 | +7.6% | 6.46% | $21.4M | $211.29 |
| 2025 Q3 | ADDED | 93,830 | +2,237 | +2.4% | 6.00% | $19.4M | $204.79 |
| 2025 Q2 | ADDED | 91,593 | +16,366 | +21.8% | 6.09% | $17.9M | $192.97 |
| 2025 Q1 | ADDED | 75,227 | +21,761 | +40.7% | 5.46% | $14.3M | $187.40 |
| 2024 Q4 | ADDED | 53,466 | +760 | +1.4% | 3.91% | $10.2M | $186.96 |
| 2024 Q3 | REDUCED | 52,706 | -338 | -0.6% | 4.03% | $10.4M | $192.07 |
| 2024 Q2 | ADDED | 53,044 | +1,867 | +3.6% | 4.00% | $9.7M | $176.28 |
| 2024 Q1 | INITIATED | 51,177 | — | — | 4.17% | $9.6M | — |
As of 2025 Q4 — sorted by position size