Kingswood Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,447 shares of IYW stock, worth $2.28 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
14,447
Previous 2,000 622.35%
Holding current value
$2.28 Million
Previous $301 Million 627.4%
% of portfolio
0.16%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$133.16 - $158.73 $1.66 Million - $1.98 Million
12,447 Added 622.35%
14,447 $2.19 Billion
Q2 2024

Jul 09, 2024
SELL
$124.75 - $153.46 $3,867 - $4,757
-31 Reduced 1.53%
2,000 $301 Million
Q1 2024

Apr 15, 2024
BUY
$117.5 - $136.59 $238,642 - $277,414
2,031 New
2,031 $274 Million

Others Institutions Holding IYW

# of Institutions
1,147
Shares Held
84.1M
Call Options Held
80.4K
Put Options Held
33.1K
View Full List

About ISHARES DJ US TECH ETF

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