Kingswood Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,572 shares of IWD stock, worth $303,285. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,572
Previous 2,684 41.43%
Holding current value
$303,285
Previous $509 Million 42.87%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Jan 22, 2025
SELL
$183.23 - $199.79 $203,751 - $222,166
-1,112 Reduced 41.43%
1,572 $291 Million
Q3 2024

Oct 21, 2024
BUY
$173.36 - $189.8 $465,298 - $509,423
2,684 New
2,684 $509 Million

Others Institutions Holding IWD

# of Institutions
1,761
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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