Kingswood Wealth Advisors, LLC Ishares Tr Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,576 shares of IYF stock, worth $416,282. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,576
Previous 5,376 33.48%
Holding current value
$416,282
Previous $559 Million 29.21%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jan 22, 2025
SELL
$102.7 - $119.05 $184,860 - $214,290
-1,800 Reduced 33.48%
3,576 $395 Million
Q3 2024

Oct 21, 2024
BUY
$93.83 - $105.05 $504,430 - $564,748
5,376 New
5,376 $559 Million

Others Institutions Holding IYF

# of Institutions
449
Shares Held
18.9M
Call Options Held
19.7K
Put Options Held
3.9K
View Full List

About ISHARES TR

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