Kingswood Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 17,612 shares of IVW stock, worth $1.88 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

17,612

Previous 15,311 15.03%

Holding current value

$1.88 Million

Previous $1.47 Billion 22.06%

% of portfolio

0.13%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$94.43 - $105.47 $217,283 - $242,686	2,301 Added 15.03%	17,612 $1.79 Billion
Q3 2024 Oct 21, 2024	BUY	$84.77 - $97.13 $409,947 - $469,720	4,836 Added 46.17%	15,311 $1.47 Billion
Q2 2024 Jul 09, 2024	BUY	$79.31 - $93.31 $538,039 - $633,015	6,784 Added 183.8%	10,475 $969 Million
Q1 2024 Apr 15, 2024	SELL	$72.87 - $85.14 $112,074 - $130,945	-1,538 Reduced 29.41%	3,691 $312 Million
Q4 2023 Jan 16, 2024	BUY	$65.78 - $75.4 $343,963 - $394,266	5,229 New	5,229 $393 Million

Others Institutions Holding IVW

# of Institutions

1,999

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Kingswood Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History