Kingswood Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,143 shares of IUSG stock, worth $738,226. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,143
Previous 3,659 40.56%
Holding current value
$738,226
Previous $483 Million 48.49%
% of portfolio
0.05%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$129.96 - $144.97 $192,860 - $215,135
1,484 Added 40.56%
5,143 $717 Million
Q3 2024

Oct 21, 2024
SELL
$116.79 - $133.54 $22,306 - $25,506
-191 Reduced 4.96%
3,659 $483 Million
Q2 2024

Jul 09, 2024
SELL
$109.98 - $128.59 $42,122 - $49,249
-383 Reduced 9.05%
3,850 $491 Million
Q1 2024

Apr 15, 2024
BUY
$100.95 - $117.92 $7,268 - $8,490
72 Added 1.73%
4,233 $496 Million
Q4 2023

Jan 16, 2024
BUY
$91.06 - $104.51 $378,900 - $434,866
4,161 New
4,161 $433 Million

Others Institutions Holding IUSG

# of Institutions
787
Shares Held
117M
Call Options Held
2.7K
Put Options Held
300
View Full List

About ISHARES CORE S&P U.S GROWTH ET

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