Kfa Private Wealth Group, LLC Ishares Tr Transaction History

Kfa Private Wealth Group, LLC

$209 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	BUY	$119.3 - $131.93 $58,099 - $64,249	487 Added 11.05%	4,893 $645,000
Q4 2023 Feb 02, 2024	BUY	$103.16 - $126.68 $7,737 - $9,501	75 Added 1.73%	4,406 $557,000
Q2 2023 Jul 18, 2023	BUY	$108.66 - $117.41 $10,105 - $10,919	93 Added 2.19%	4,331 $505,000
Q1 2023 May 05, 2023	BUY	$108.43 - $117.74 $17,890 - $19,427	165 Added 4.05%	4,238 $487,000
Q4 2022 Jan 31, 2023	BUY	$93.07 - $114.11 $112,242 - $137,616	1,206 Added 42.06%	4,073 $455,000
Q3 2022 Nov 02, 2022	BUY	$91.19 - $108.67 $46,598 - $55,530	511 Added 21.69%	2,867 $261,000
Q2 2022 Jul 18, 2022	BUY	$93.66 - $112.65 $561 - $675	6 Added 0.26%	2,356 $234,000
Q1 2022 May 02, 2022	BUY	$98.82 - $112.95 $232,226 - $265,432	2,350 New	2,350 $260,000

Others Institutions Holding ITA

# of Institutions

699

Shares Held

18.6M

Call Options Held

309K

Put Options Held

178K

Bank Of America Corp Charlotte, NC

4.02M
Shares

$620 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.87M
Shares

$288 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

974K
Shares

$150 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

751K
Shares

$116 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

720K
Shares

$111 Million
0.02% of portfolio

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