Kingsview Wealth Management, LLC Ishares Tr Transaction History

Kingsview Wealth Management, LLC

$5.28 Billion
Q2 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 185,853 shares of IDV stock, worth $6.78 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

185,853

Previous 33,174 460.24%

Holding current value

$6.78 Million

Previous $1.03 Million 523.23%

% of portfolio

0.12%

Previous 0.02%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$27.79 - $34.84 $4.24 Million - $5.32 Million	152,679 Added 460.24%	185,853 $6.41 Million
Q1 2025 May 02, 2025	SELL	$27.0 - $31.7 $52,029 - $61,085	-1,927 Reduced 5.49%	33,174 $1.03 Million
Q4 2024 Jan 28, 2025	BUY	$27.03 - $29.92 $69,926 - $77,403	2,587 Added 7.96%	35,101 $961,000
Q3 2024 Nov 12, 2024	SELL	$27.62 - $30.64 $37,618 - $41,731	-1,362 Reduced 4.02%	32,514 $982,000
Q2 2024 Aug 14, 2024	SELL	$26.94 - $30.1 $16,810 - $18,782	-624 Reduced 1.81%	33,876 $937,000
Q1 2024 May 09, 2024	BUY	$26.95 - $28.13 $21,586 - $22,532	801 Added 2.38%	34,500 $967,000
Q4 2023 Feb 08, 2024	SELL	$24.46 - $28.13 $84,656 - $97,357	-3,461 Reduced 9.31%	33,699 $943,000
Q3 2023 Nov 07, 2023	SELL	$25.3 - $27.59 $250,039 - $272,671	-9,883 Reduced 21.01%	37,160 $943,000
Q2 2023 Aug 10, 2023	SELL	$25.86 - $28.52 $409,596 - $451,728	-15,839 Reduced 25.19%	47,043 $1.24 Million
Q1 2023 May 15, 2023	BUY	$26.54 - $29.5 $958,412 - $1.07 Million	36,112 Added 134.9%	62,882 $1.73 Million
Q4 2022 Feb 13, 2023	SELL	$22.26 - $27.56 $1,580 - $1,956	-71 Reduced 0.26%	26,770 $727,000
Q3 2022 Nov 14, 2022	SELL	$22.53 - $28.47 $6,894 - $8,711	-306 Reduced 1.13%	26,841 $605,000
Q2 2022 Aug 16, 2022	BUY	$26.84 - $32.0 $92,141 - $109,856	3,433 Added 14.48%	27,147 $737,000
Q1 2022 Feb 08, 2024	SELL	$29.99 - $33.33 $253,295 - $281,505	-8,446 Reduced 25.06%	25,253 $0
Q4 2021 Feb 17, 2022	BUY	$29.77 - $31.71 $244,947 - $260,909	8,228 Added 53.13%	23,714 $739,000
Q3 2021 Dec 03, 2021	BUY	$30.42 - $32.96 $72,825 - $78,906	2,394 Added 18.29%	15,486 $471,000
Q2 2021 Aug 17, 2021	BUY	$31.67 - $34.02 $179,600 - $192,927	5,671 Added 76.42%	13,092 $426,000
Q1 2021 May 24, 2021	BUY	$29.53 - $32.13 $219,142 - $238,436	7,421 New	7,421 $235,000
Q2 2020 Aug 14, 2020	SELL	$21.21 - $27.95 $235,367 - $310,161	-11,097 Closed	0 $0
Q1 2020 May 11, 2020	BUY	$19.58 - $34.05 $4,992 - $8,682	255 Added 2.35%	11,097 $251,000
Q4 2019 Jan 30, 2020	BUY	$29.79 - $33.61 $322,983 - $364,399	10,842 New	10,842 $366,000
Q3 2019 Jan 29, 2020	SELL	$30.41 - $31.26 $261,373 - $268,679	-8,595 Closed	0 $0
Q1 2019 Jan 29, 2020	SELL	N/A	-15 Reduced 0.17%	8,595 $265,000
Q4 2018 Jan 29, 2020	SELL	N/A	-1,400 Reduced 13.99%	8,610 $247,000
Q3 2018 Jan 29, 2020	SELL	N/A	-587 Reduced 5.54%	10,010 $327,000
Q2 2018 Jan 29, 2020	BUY	N/A	103 Added 0.98%	10,597 $340,000
Q1 2018 Jan 29, 2020	SELL	N/A	-348 Reduced 3.21%	10,494 $346,000
Q4 2017 Jan 29, 2020	BUY	N/A	653 Added 6.41%	10,842 $366,000
Q3 2017 Jan 29, 2020	BUY	N/A	10,189	10,189 $344,000

Others Institutions Holding IDV

# of Institutions

572

Shares Held

97.7M

Call Options Held

23.6K

Put Options Held

67.9K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

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.

Account

Kingsview Wealth Management, LLC Ishares Tr Transaction History