Kingsview Wealth Management, LLC Ishares Tr Transaction History

Kingsview Wealth Management, LLC

  • $4.73 Billion
  • Q1 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 11,456 shares of IEZ stock, worth $204,031. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,456
Previous 19,431 41.04%
Holding current value
$204,031
Previous $384,000 41.93%
% of portfolio
0.0%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$18.42 - $22.2 $146,899 - $177,045
-7,975 Reduced 41.04%
11,456 $223,000
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
88
Shares Held
3.67M
Call Options Held
47.3K
Put Options Held
22.3K
View Full List

About ISHARES TR

IEZ Quotes by TradingView
  • Ticker IEZ
  • Sector ETFs
  • Industry ETFs
More about IEZ
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