Kingswood Wealth Advisors, LLC Ishares Tr Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 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 2,930 shares of IYJ stock, worth $418,814. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,930
Previous 2,877 1.84%
Holding current value
$418,814
Previous $375 Million 11.33%
% of portfolio
0.03%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$115.07 - $142.31 $6,098 - $7,542
53 Added 1.84%
2,930 $417 Million
Q1 2025

Jul 25, 2025
SELL
$127.48 - $142.0 $6,756 - $7,526
-53 Reduced 1.81%
2,877 $375 Million
Q1 2025

Apr 21, 2025
SELL
$127.48 - $142.0 $152,338 - $169,690
-1,195 Reduced 29.35%
2,877 $375 Million
Q4 2024

Jan 22, 2025
SELL
$132.97 - $143.93 $3 Million - $3.25 Million
-22,593 Reduced 84.73%
4,072 $544 Million
Q3 2024

Oct 21, 2024
BUY
$118.32 - $133.67 $3.16 Million - $3.56 Million
26,665 New
26,665 $3.56 Billion

Others Institutions Holding IYJ

# of Institutions
354
Shares Held
8.11M
Call Options Held
9.2K
Put Options Held
2.8K
View Full List

About ISHARES TR

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