Kingsview Wealth Management, LLC Ishares Tr Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 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 19,431 shares of IEZ stock, worth $368,606. This represents 0.01% of its overall portfolio holdings.

Number of Shares

19,431

Previous 26,398 26.39%

Holding current value

$368,606

Previous $530,000 27.55%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$18.93 - $22.09 $131,885 - $153,901	-6,967 Reduced 26.39%	19,431 $384,000
Q3 2024 Nov 12, 2024	SELL	$19.08 - $23.8 $32,359 - $40,364	-1,696 Reduced 6.04%	26,398 $530,000
Q2 2024 Aug 14, 2024	SELL	$20.73 - $24.62 $108,873 - $129,304	-5,252 Reduced 15.75%	28,094 $625,000
Q1 2024 May 09, 2024	SELL	$19.85 - $23.65 $244,492 - $291,297	-12,317 Reduced 26.97%	33,346 $788,000
Q4 2023 Feb 08, 2024	SELL	$20.39 - $24.27 $1.15 Million - $1.37 Million	-56,531 Reduced 55.32%	45,663 $1 Million
Q3 2023 Nov 07, 2023	SELL	$20.14 - $25.39 $40,944 - $51,617	-2,033 Reduced 1.95%	102,194 $2.46 Million
Q2 2023 Aug 10, 2023	BUY	$17.22 - $20.49 $567,726 - $675,534	32,969 Added 46.27%	104,227 $2.1 Million
Q1 2023 May 15, 2023	BUY	$17.87 - $23.07 $1.27 Million - $1.64 Million	71,258 New	71,258 $1.38 Million

Others Institutions Holding IEZ

# of Institutions

Shares Held

4.21M

Call Options Held

12.9K

Put Options Held

15.6K

View Full List

About ISHARES TR

Ticker IEZ
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Kingsview Wealth Management, LLC Ishares Tr Transaction History