Kingswood Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 13,053 shares of IWM stock, worth $2.95 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

13,053

Previous 9,453 38.08%

Holding current value

$2.95 Million

Previous $2.09 Billion 38.14%

% of portfolio

0.22%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$216.13 - $242.4 $778,068 - $872,640	3,600 Added 38.08%	13,053 $2.88 Billion
Q3 2024 Oct 21, 2024	BUY	$200.87 - $224.6 $813,724 - $909,854	4,051 Added 74.99%	9,453 $2.09 Billion
Q2 2024 Jul 09, 2024	BUY	$192.84 - $209.44 $45,510 - $49,427	236 Added 4.57%	5,402 $1.1 Billion
Q1 2024 Apr 15, 2024	BUY	$189.48 - $210.3 $35,811 - $39,746	189 Added 3.8%	5,166 $1.09 Billion
Q4 2023 Jan 16, 2024	BUY	$162.21 - $204.82 $172,915 - $218,338	1,066 Added 27.26%	4,977 $999 Million
Q3 2023 Oct 23, 2023	BUY	$174.36 - $198.71 $681,921 - $777,154	3,911 New	3,911 $691 Million

Others Institutions Holding IWM

# of Institutions

2,910

Shares Held

310M

Call Options Held

204M

Put Options Held

488M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Kingswood Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History