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

Kingsview Wealth Management, LLC

$5.28 Billion
Q2 2025

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 35,432 shares of IGSB stock, worth $1.88 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

35,432

Previous 31,772 11.52%

Holding current value

$1.88 Million

Previous $1.66 Million 12.39%

% of portfolio

0.04%

Previous 0.04%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$51.68 - $52.76 $189,148 - $193,101	3,660 Added 11.52%	35,432 $1.87 Million
Q1 2025 May 02, 2025	BUY	$51.52 - $52.37 $113,498 - $115,371	2,203 Added 7.45%	31,772 $1.66 Million
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

1,080

Shares Held

324M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

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