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

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 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 10,475 shares of IVW stock, worth $998,058. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,475
Previous 3,691 183.8%
Holding current value
$998,058
Previous $312 Million 211.02%
% of portfolio
0.09%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,758
Shares Held
430M
Call Options Held
281K
Put Options Held
217K
View Full List

About ISHARES S&P 500 GROWTH ETF

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