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

Kingdom Financial Group Llc.

$136 Billion
Q1 2025

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 43,415 shares of IWS stock, worth $5.29 Million. This represents 4.01% of its overall portfolio holdings.

Number of Shares

43,415

Previous 45,325 4.21%

Holding current value

$5.29 Million

Previous $5.86 Billion 6.71%

% of portfolio

4.01%

Previous 4.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$122.59 - $135.24 $234,146 - $258,308	-1,910 Reduced 4.21%	43,415 $5.47 Billion
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

1,020

Shares Held

97.5M

Call Options Held

19.1K

Put Options Held

4.8K

View Full List

About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
Sector ETFs
Industry ETFs

More about IWS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingdom Financial Group Llc., based on Form 13F filings with the SEC.

News

Stay updated on Kingdom Financial Group Llc. with notifications on news.

Account

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