Kingswood Wealth Advisors, LLC Ishares Tr Transaction History

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,897 shares of MBB stock, worth $551,192. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,897

Previous 5,632 4.71%

Holding current value

$551,192

Previous $516 Million 7.11%

% of portfolio

0.02%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$90.37 - $94.08 $23,948 - $24,931	265 Added 4.71%	5,897 $553 Million
Q4 2024 Jan 22, 2025	BUY	$91.26 - $95.82 $83,594 - $87,771	916 Added 19.42%	5,632 $516 Million
Q3 2024 Oct 21, 2024	BUY	$90.85 - $96.66 $67,592 - $71,915	744 Added 18.73%	4,716 $452 Million
Q2 2024 Jul 09, 2024	BUY	$89.41 - $92.64 $49,890 - $51,693	558 Added 16.34%	3,972 $365 Million
Q1 2024 Apr 15, 2024	SELL	$91.2 - $93.98 $18,604 - $19,171	-204 Reduced 5.64%	3,414 $316 Million
Q4 2023 Jan 16, 2024	BUY	$85.82 - $94.55 $48,917 - $53,893	570 Added 18.7%	3,618 $340 Million
Q3 2023 Oct 23, 2023	BUY	$88.51 - $93.81 $269,778 - $285,932	3,048 New	3,048 $271 Million

Others Institutions Holding MBB

# of Institutions

1,048

Shares Held

349M

Call Options Held

615K

Put Options Held

48K

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC Ishares Tr Transaction History