Kingsview Wealth Management, LLC Ishares Us ETF Tr Bloomberg Ro Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Us ETF Tr Bloomberg Ro stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 22,449 shares of CMDY stock, worth $1.16 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

22,449

Previous 19,077 17.68%

Holding current value

$1.16 Million

Previous $951,000 12.3%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$46.31 - $51.02 $156,157 - $172,039	3,372 Added 17.68%	22,449 $1.07 Million
Q3 2024 Nov 12, 2024	SELL	$46.68 - $50.38 $18,298 - $19,748	-392 Reduced 2.01%	19,077 $951,000
Q2 2024 Aug 14, 2024	BUY	$48.2 - $51.91 $144,118 - $155,210	2,990 Added 18.14%	19,469 $961,000
Q1 2024 May 09, 2024	SELL	$45.48 - $47.98 $15,554 - $16,409	-342 Reduced 2.03%	16,479 $790,000
Q4 2023 Feb 08, 2024	BUY	$47.04 - $52.37 $4,186 - $4,660	89 Added 0.53%	16,821 $791,000
Q3 2023 Nov 07, 2023	BUY	$49.66 - $52.91 $27,064 - $28,835	545 Added 3.37%	16,732 $861,000
Q2 2023 Aug 10, 2023	BUY	$48.08 - $52.9 $47,791 - $52,582	994 Added 6.54%	16,187 $801,000
Q1 2023 May 15, 2023	SELL	$50.03 - $54.48 $4,052 - $4,412	-81 Reduced 0.53%	15,193 $782,000
Q4 2022 Feb 13, 2023	BUY	$53.73 - $58.49 $74,362 - $80,950	1,384 Added 9.96%	15,274 $832,000
Q3 2022 Nov 14, 2022	BUY	$54.52 - $60.66 $66,677 - $74,187	1,223 Added 9.66%	13,890 $764,000
Q2 2022 Aug 16, 2022	BUY	$58.24 - $67.63 $65,636 - $76,219	1,127 Added 9.77%	12,667 $738,000
Q1 2022 Feb 08, 2024	SELL	$49.81 - $65.25 $236,796 - $310,198	-4,754 Reduced 28.26%	12,067 $0
Q4 2021 Feb 17, 2022	SELL	$48.03 - $61.24 $768 - $979	-16 Reduced 0.14%	11,540 $571,000
Q3 2021 Dec 03, 2021	BUY	$53.47 - $58.68 $26,414 - $28,987	494 Added 4.47%	11,556 $675,000
Q2 2021 Aug 17, 2021	BUY	$48.27 - $55.61 $51,986 - $59,891	1,077 Added 10.79%	11,062 $608,000
Q1 2021 May 24, 2021	BUY	$45.94 - $50.62 $58,160 - $64,084	1,266 Added 14.52%	9,985 $487,000
Q4 2020 Feb 16, 2021	BUY	$41.23 - $45.56 $359,484 - $397,237	8,719 New	8,719 $397,000

Others Institutions Holding CMDY

# of Institutions

Shares Held

3.33M

Call Options Held

Put Options Held

View Full List

About ISHARES US ETF TR BLOOMBERG RO

Ticker CMDY
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Kingsview Wealth Management, LLC Ishares Us ETF Tr Bloomberg Ro Transaction History