Kingsview Wealth Management, LLC Ishares Tr Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 41,039 shares of IEFA stock, worth $2.9 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

41,039

Previous 31,558 30.04%

Holding current value

$2.9 Million

Previous $2.29 Million 39.75%

% of portfolio

0.07%

Previous 0.06%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$70.09 - $78.74 $664,523 - $746,533	9,481 Added 30.04%	41,039 $3.2 Million
Q2 2024 Aug 14, 2024	BUY	$70.77 - $76.19 $323,065 - $347,807	4,565 Added 16.91%	31,558 $2.29 Million
Q1 2024 May 09, 2024	SELL	$68.14 - $74.43 $343,084 - $374,755	-5,035 Reduced 15.72%	26,993 $2 Million
Q4 2023 Feb 08, 2024	SELL	$61.3 - $70.47 $668,599 - $768,616	-10,907 Reduced 25.4%	32,028 $2.25 Million
Q3 2023 Nov 07, 2023	BUY	$64.04 - $69.58 $1.55 Million - $1.68 Million	24,184 Added 128.97%	42,935 $2.76 Million
Q2 2023 Aug 10, 2023	BUY	$66.03 - $69.1 $336,488 - $352,133	5,096 Added 37.32%	18,751 $1.27 Million
Q1 2023 May 15, 2023	SELL	$62.17 - $67.7 $101,212 - $110,215	-1,628 Reduced 10.65%	13,655 $912,000
Q4 2022 Feb 13, 2023	BUY	$52.35 - $63.65 $67,688 - $82,299	1,293 Added 9.24%	15,283 $942,000
Q3 2022 Nov 14, 2022	BUY	$52.32 - $63.1 $28,095 - $33,884	537 Added 3.99%	13,990 $737,000
Q2 2022 Aug 16, 2022	BUY	$57.91 - $70.46 $7,644 - $9,300	132 Added 0.99%	13,453 $792,000
Q1 2022 Feb 08, 2024	SELL	$63.26 - $75.48 $1.26 Million - $1.5 Million	-19,904 Reduced 62.15%	12,124 $842,000
Q4 2021 Feb 17, 2022	BUY	$72.36 - $77.76 $227,644 - $244,632	3,146 Added 30.92%	13,321 $994,000
Q3 2021 Dec 03, 2021	SELL	$72.98 - $78.2 $1.15 Million - $1.23 Million	-15,704 Reduced 60.68%	10,175 $755,000
Q2 2021 Aug 17, 2021	BUY	$73.11 - $77.88 $181,093 - $192,908	2,477 Added 10.58%	25,879 $1.94 Million
Q1 2021 May 24, 2021	BUY	$68.58 - $73.12 $125,432 - $133,736	1,829 Added 8.48%	23,402 $1.71 Million
Q4 2020 Feb 16, 2021	SELL	$58.13 - $69.71 $61,792 - $74,101	-1,063 Reduced 4.7%	21,573 $1.49 Million
Q3 2020 Nov 19, 2020	SELL	$57.43 - $62.28 $18,837 - $20,427	-328 Reduced 1.43%	22,636 $1.36 Million
Q2 2020 Aug 14, 2020	SELL	$47.43 - $60.75 $215,047 - $275,440	-4,534 Reduced 16.49%	22,964 $1.31 Million
Q1 2020 May 11, 2020	BUY	$43.31 - $66.12 $156,349 - $238,693	3,610 Added 15.11%	27,498 $1.37 Million
Q4 2019 Jan 31, 2020	BUY	$59.36 - $65.51 $1.42 Million - $1.56 Million	23,888 New	23,888 $1.56 Million
Q4 2019 Jan 30, 2020	SELL	$59.36 - $65.51 $1.18 Million - $1.3 Million	-19,892 Closed	0 $0
Q3 2019 Jan 29, 2020	SELL	$57.44 - $62.42 $43,194 - $46,939	-752 Reduced 3.64%	19,892 $1.22 Million
Q2 2019 Jan 29, 2020	BUY	$59.39 - $62.73 $786,679 - $830,921	13,246 Added 179.05%	20,644 $1.27 Million
Q1 2019 Jan 29, 2020	BUY	$54.44 - $61.46 $402,747 - $454,681	7,398 New	7,398 $450,000

Others Institutions Holding IEFA

# of Institutions

2,003

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Kingsview Wealth Management, LLC Ishares Tr Transaction History