A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 58,423 shares of IAT stock, worth $2.45 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
58,423
Previous 31,166 87.46%
Holding current value
$2.45 Million
Previous $1.3 Million 94.47%
% of portfolio
0.07%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

BUY
$39.12 - $43.38 $1.07 Million - $1.18 Million
27,257 Added 87.46%
58,423 $2.53 Million
Q4 2023

Feb 08, 2024

BUY
$30.98 - $43.2 $965,522 - $1.35 Million
31,166 New
31,166 $1.3 Million

Others Institutions Holding IAT

About ISHARES TR


  • Ticker IAT
  • Sector ETFs
  • Industry ETFs
More about IAT
Track This Portfolio

Track Kingsview Wealth Management, LLC Portfolio

Follow Kingsview Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.