Kingsview Wealth Management, LLC Ishares Trust Ishares 1 5 Year Transaction History

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 29,569 shares of IGSB stock, worth $1.54 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
29,569
Previous 21,280 38.95%
Holding current value
$1.54 Million
Previous $1.12 Million 36.43%
% of portfolio
0.03%
Previous 0.03%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$51.54 - $52.55 $427,215 - $435,586
8,289 Added 38.95%
29,569 $1.53 Million
Q3 2024

Nov 12, 2024
SELL
$51.02 - $52.74 $73,774 - $76,262
-1,446 Reduced 6.36%
21,280 $1.12 Million
Q2 2024

Aug 14, 2024
BUY
$50.64 - $51.3 $75,352 - $76,334
1,488 Added 7.01%
22,726 $1.16 Million
Q1 2024

May 09, 2024
SELL
$50.95 - $51.48 $62,821 - $63,474
-1,233 Reduced 5.49%
21,238 $1.09 Million
Q4 2023

Feb 08, 2024
SELL
$49.4 - $51.28 $43,274 - $44,921
-876 Reduced 3.75%
22,471 $1.15 Million
Q3 2023

Nov 07, 2023
SELL
$49.74 - $50.37 $3,929 - $3,979
-79 Reduced 0.34%
23,347 $1.16 Million
Q2 2023

Aug 10, 2023
SELL
$50.02 - $50.76 $37,565 - $38,120
-751 Reduced 3.11%
23,426 $1.18 Million
Q1 2023

May 15, 2023
SELL
$49.56 - $50.75 $300,829 - $308,052
-6,070 Reduced 20.07%
24,177 $1.22 Million
Q4 2022

Feb 13, 2023
SELL
$48.63 - $50.19 $44,934 - $46,375
-924 Reduced 2.96%
30,247 $1.51 Million
Q3 2022

Nov 14, 2022
SELL
$49.08 - $51.27 $131,387 - $137,249
-2,677 Reduced 7.91%
31,171 $1.54 Million
Q2 2022

Aug 16, 2022
SELL
$49.84 - $51.62 $1.4 Million - $1.45 Million
-28,171 Reduced 45.42%
33,848 $1.71 Million
Q1 2022

Feb 08, 2024
BUY
$51.49 - $53.86 $578,438 - $605,063
11,234 Added 49.99%
33,705 $1.74 Million
Q4 2021

Feb 17, 2022
SELL
$53.82 - $54.66 $119,157 - $121,017
-2,214 Reduced 3.45%
62,019 $3.34 Million
Q3 2021

Dec 03, 2021
BUY
$54.6 - $54.92 $715,587 - $719,781
13,106 Added 25.63%
64,233 $3.51 Million
Q2 2021

Aug 17, 2021
BUY
$54.57 - $54.92 $76,125 - $76,613
1,395 Added 2.81%
51,127 $2.8 Million
Q1 2021

May 24, 2021
BUY
$54.5 - $55.17 $1.25 Million - $1.26 Million
22,896 Added 85.32%
49,732 $2.72 Million
Q4 2020

Feb 16, 2021
BUY
$54.79 - $55.17 $558,529 - $562,402
10,194 Added 61.25%
26,836 $1.48 Million
Q3 2020

Nov 19, 2020
BUY
$54.69 - $55.09 $409,518 - $412,513
7,488 Added 81.8%
16,642 $914,000
Q2 2020

Aug 14, 2020
BUY
$51.96 - $54.73 $168,921 - $177,927
3,251 Added 55.07%
9,154 $501,000
Q1 2020

May 11, 2020
BUY
$47.21 - $54.5 $278,680 - $321,713
5,903 New
5,903 $309,000
Q4 2017

Jan 29, 2020
SELL
$52.24 - $52.64 $139,480 - $140,548
-2,670 Closed
0 $0
Q3 2017

Jan 29, 2020
SELL
$52.65 - $52.69 $2,316 - $2,318
-44 Reduced 1.62%
2,670 $281,000
Q2 2017

Jan 29, 2020
BUY
N/A
2,714
2,714 $286,000

Others Institutions Holding IGSB

# of Institutions
1,035
Shares Held
325M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

IGSB Quotes by TradingView
  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
Track This Portfolio

Track Kingsview Wealth Management, LLC Portfolio

Follow Kingsview Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email