Kingdom Financial Group Llc. Ishares Russell Midcap Value E Transaction History

Kingdom Financial Group Llc.

$146 Billion
Q4 2024

A detailed history of Kingdom Financial Group Llc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Kingdom Financial Group Llc. holds 45,325 shares of IWS stock, worth $5.67 Million. This represents 4.01% of its overall portfolio holdings.

Number of Shares

45,325

Previous 47,122 3.81%

Holding current value

$5.67 Million

Previous $6.23 Billion 5.93%

% of portfolio

4.01%

Previous 4.66%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$128.08 - $140.32 $230,159 - $252,155	-1,797 Reduced 3.81%	45,325 $5.86 Billion
Q3 2024 Nov 12, 2024	BUY	$119.52 - $132.25 $2,390 - $2,645	20 Added 0.04%	47,122 $6.23 Billion
Q2 2024 Aug 06, 2024	BUY	$117.31 - $125.13 $289,051 - $308,320	2,464 Added 5.52%	47,102 $5.69 Billion
Q1 2024 May 15, 2024	BUY	$112.43 - $125.33 $1.4 Million - $1.56 Million	12,464 Added 38.74%	44,638 $5.59 Billion
Q4 2023 Jan 17, 2024	SELL	$97.63 - $117.08 $197,896 - $237,321	-2,027 Reduced 5.93%	32,174 $3.74 Billion
Q3 2023 Oct 16, 2023	BUY	$103.48 - $114.68 $146,631 - $162,501	1,417 Added 4.32%	34,201 $3.57 Billion
Q2 2023 Jul 31, 2023	BUY	$101.5 - $109.84 $3.33 Million - $3.6 Million	32,784 New	32,784 $3.6 Billion

Others Institutions Holding IWS

# of Institutions

1,024

Shares Held

97.4M

Call Options Held

19.1K

Put Options Held

4.8K

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About ISHARES RUSSELL MIDCAP VALUE E

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Kingdom Financial Group Llc. Ishares Russell Midcap Value E Transaction History