Kingswood Wealth Advisors, LLC Ishares Morningstar U.S. Equit Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,090 shares of ILCB stock, worth $333,907. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,090
Previous 3,463 18.11%
Holding current value
$333,907
Previous $281 Million 12.59%
% of portfolio
0.01%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$76.17 - $85.05 $47,758 - $53,326
627 Added 18.11%
4,090 $316 Million
Q4 2024

Jan 22, 2025
BUY
$78.43 - $84.56 $271,603 - $292,831
3,463 New
3,463 $281 Million

Others Institutions Holding ILCB

# of Institutions
187
Shares Held
5.01M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

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