Kingsview Wealth Management, LLC Ishares Tr Self Driving Ev & T Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$32.69 - $39.22 $163,613 - $196,296	5,005 Added 26.6%	23,824 $805,000
Q3 2022 Nov 14, 2022	SELL	$33.44 - $42.59 $501,432 - $638,637	-14,995 Reduced 44.35%	18,819 $629,000
Q2 2022 Aug 16, 2022	BUY	$36.73 - $47.02 $71,513 - $91,547	1,947 Added 6.11%	33,814 $1.25 Million
Q1 2022 Feb 08, 2024	BUY	$41.19 - $56.08 $1.38 Million - $1.88 Million	33,526 New	33,526 $0
Q4 2021 Feb 17, 2022	SELL	$47.49 - $56.56 $81,540 - $97,113	-1,717 Reduced 5.11%	31,867 $1.73 Million
Q3 2021 Dec 03, 2021	SELL	$47.24 - $50.8 $243,522 - $261,873	-5,155 Reduced 13.31%	33,584 $1.62 Million
Q2 2021 Aug 17, 2021	BUY	$44.26 - $49.68 $95,911 - $107,656	2,167 Added 5.93%	38,739 $1.92 Million
Q1 2021 May 24, 2021	BUY	$43.41 - $47.72 $1.59 Million - $1.75 Million	36,572 New	36,572 $1.71 Million

Others Institutions Holding IDRV

# of Institutions

101

Shares Held

2.33M

Call Options Held

0

Put Options Held

100

Bank Of America Corp Charlotte, NC

589K
Shares

$17.6 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

467K
Shares

$13.9 Million
0.01% of portfolio
Cx Institutional

139K
Shares

$4.14 Million
0.2% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

126K
Shares

$3.76 Million
0.0% of portfolio
Morgan Stanley New York, NY

114K
Shares

$3.41 Million
0.0% of portfolio

About ISHARES TR SELF DRIVING EV & T

Ticker IDRV
Sector ETFs
Industry ETFs

More about IDRV

Track This Portfolio

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.