Kingswood Wealth Advisors, LLC Ishares Tr Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 21,547 shares of IEFA stock, worth $1.51 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
21,547
Previous 13,347 61.44%
Holding current value
$1.51 Million
Previous $970 Million 73.47%
% of portfolio
0.12%
Previous 0.09%

Shares

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

Oct 21, 2024
BUY
$70.09 - $78.74 $574,738 - $645,668
8,200 Added 61.44%
21,547 $1.68 Billion
Q2 2024

Jul 09, 2024
SELL
$70.77 - $76.19 $58,951 - $63,466
-833 Reduced 5.87%
13,347 $970 Million
Q1 2024

Apr 15, 2024
BUY
$68.14 - $74.43 $664,637 - $725,990
9,754 Added 220.38%
14,180 $1.05 Billion
Q4 2023

Jan 16, 2024
BUY
$61.3 - $70.47 $271,313 - $311,900
4,426 New
4,426 $311 Million

Others Institutions Holding IEFA

# of Institutions
2,003
Shares Held
1.43B
Call Options Held
164K
Put Options Held
52.1K
View Full List

About ISHARES TR

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