Kingswood Wealth Advisors, LLC Ishares Expanded Tech Sector E Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,143 shares of IGM stock, worth $414,797. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,143
Previous 3,830 8.17%
Holding current value
$414,797
Previous $361 Million 10.04%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 21, 2024
BUY
$84.03 - $98.62 $26,301 - $30,868
313 Added 8.17%
4,143 $397 Million
Q2 2024

Jul 09, 2024
BUY
$80.02 - $95.38 $306,476 - $365,305
3,830 New
3,830 $361 Million

Others Institutions Holding IGM

# of Institutions
408
Shares Held
24.5M
Call Options Held
155K
Put Options Held
27.2K
View Full List

About ISHARES EXPANDED TECH SECTOR E

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