Kingswood Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,273 shares of IWR stock, worth $393,799. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,273
Previous 3,045 40.33%
Holding current value
$393,799
Previous $268 Million 40.74%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jan 22, 2025
BUY
$87.25 - $95.52 $107,143 - $117,298
1,228 Added 40.33%
4,273 $378 Million
Q3 2024

Oct 21, 2024
SELL
$79.92 - $88.19 $46,992 - $51,855
-588 Reduced 16.18%
3,045 $268 Million
Q2 2024

Jul 09, 2024
BUY
$78.66 - $83.59 $44,442 - $47,228
565 Added 18.42%
3,633 $295 Million
Q1 2024

Apr 15, 2024
SELL
$75.37 - $84.09 $6,783 - $7,568
-90 Reduced 2.85%
3,068 $258 Million
Q4 2023

Jan 16, 2024
SELL
$64.84 - $78.27 $58,615 - $70,756
-904 Reduced 22.26%
3,158 $245 Million
Q3 2023

Oct 23, 2023
BUY
$68.54 - $75.91 $278,409 - $308,346
4,062 New
4,062 $281 Million

Others Institutions Holding IWR

# of Institutions
1,467
Shares Held
361M
Call Options Held
126K
Put Options Held
26.6K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email