Kingsview Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 83,906 shares of IJR stock, worth $9.83 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
83,906
Previous 79,432 5.63%
Holding current value
$9.83 Million
Previous $9.29 Million 4.06%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Jan 28, 2025
BUY
$113.92 - $127.38 $509,678 - $569,898
4,474 Added 5.63%
83,906 $9.67 Million
Q3 2024

Nov 12, 2024
BUY
$105.53 - $118.34 $267,413 - $299,873
2,534 Added 3.3%
79,432 $9.29 Million
Q2 2024

Aug 14, 2024
BUY
$102.13 - $110.88 $182,914 - $198,586
1,791 Added 2.38%
76,898 $8.2 Million
Q1 2024

May 09, 2024
BUY
$102.35 - $110.52 $673,463 - $727,221
6,580 Added 9.6%
75,107 $8.3 Million
Q4 2023

Feb 08, 2024
BUY
$87.61 - $110.11 $156,121 - $196,216
1,782 Added 2.67%
68,527 $7.42 Million
Q3 2023

Nov 07, 2023
BUY
$92.9 - $105.16 $229,277 - $259,534
2,468 Added 3.84%
66,745 $6.3 Million
Q2 2023

Aug 10, 2023
BUY
$91.14 - $99.81 $222,017 - $243,137
2,436 Added 3.94%
64,277 $6.41 Million
Q1 2023

May 15, 2023
BUY
$92.27 - $107.68 $192,475 - $224,620
2,086 Added 3.49%
61,841 $5.98 Million
Q4 2022

Feb 13, 2023
BUY
$89.09 - $102.13 $333,642 - $382,476
3,745 Added 6.69%
59,755 $5.66 Million
Q3 2022

Nov 14, 2022
BUY
$87.04 - $106.5 $9,052 - $11,076
104 Added 0.19%
56,010 $4.88 Million
Q2 2022

Aug 16, 2022
BUY
$89.03 - $109.02 $413,722 - $506,615
4,647 Added 9.07%
55,906 $5.17 Million
Q1 2022

Feb 08, 2024
SELL
$102.32 - $116.69 $1.8 Million - $2.05 Million
-17,594 Reduced 25.67%
50,933 $5.49 Million
Q4 2021

Feb 17, 2022
BUY
$108.26 - $120.32 $1.98 Million - $2.21 Million
18,330 Added 55.67%
51,259 $5.87 Million
Q3 2021

Dec 03, 2021
SELL
$104.62 - $113.69 $1.03 Million - $1.12 Million
-9,873 Reduced 23.07%
32,929 $3.6 Million
Q2 2021

Aug 17, 2021
BUY
$106.38 - $116.3 $513,602 - $561,496
4,828 Added 12.71%
42,802 $4.87 Million
Q1 2021

May 24, 2021
SELL
$91.04 - $115.01 $320,460 - $404,835
-3,520 Reduced 8.48%
37,974 $4.18 Million
Q4 2020

Feb 16, 2021
BUY
$71.23 - $92.42 $1.53 Million - $1.98 Million
21,436 Added 106.87%
41,494 $3.81 Million
Q3 2020

Nov 19, 2020
SELL
$65.69 - $75.96 $29,494 - $34,106
-449 Reduced 2.19%
20,058 $1.41 Million
Q2 2020

Aug 14, 2020
SELL
$50.99 - $75.55 $615,347 - $911,737
-12,068 Reduced 37.05%
20,507 $1.4 Million
Q1 2020

May 11, 2020
BUY
$49.11 - $85.52 $62,615 - $109,038
1,275 Added 4.07%
32,575 $1.83 Million
Q4 2019

Jan 31, 2020
BUY
$75.05 - $84.14 $1.54 Million - $1.72 Million
20,495 Added 189.68%
31,300 $2.62 Million
Q4 2019

Jan 30, 2020
SELL
$75.05 - $84.14 $888,892 - $996,554
-11,844 Reduced 52.29%
10,805 $830,000
Q3 2019

Jan 29, 2020
BUY
$73.61 - $80.67 $203,089 - $222,568
2,759 Added 13.87%
22,649 $1.76 Million
Q2 2019

Jan 29, 2020
SELL
$73.17 - $81.37 $214,388 - $238,414
-2,930 Reduced 12.84%
19,890 $1.56 Million
Q1 2019

Jan 29, 2020
BUY
$68.34 - $81.18 $413,320 - $490,976
6,048 Added 36.06%
22,820 $1.76 Million
Q4 2018

Jan 29, 2020
BUY
$65.14 - $85.94 $57,453 - $75,799
882 Added 5.55%
16,772 $1.16 Million
Q3 2018

Jan 29, 2020
BUY
$84.33 - $90.31 $290,010 - $310,576
3,439 Added 27.62%
15,890 $1.39 Million
Q2 2018

Jan 29, 2020
BUY
$75.25 - $86.64 $86,913 - $100,069
1,155 Added 10.22%
12,451 $1.04 Million
Q1 2018

Jan 29, 2020
BUY
$73.35 - $80.36 $36,014 - $39,456
491 Added 4.54%
11,296 $870,000
Q4 2017

Jan 29, 2020
BUY
$73.06 - $77.74 $359,528 - $382,558
4,921 Added 83.63%
10,805 $830,000
Q3 2017

Jan 29, 2020
BUY
$72.31 - $74.22 $152,212 - $156,233
2,105 Added 55.7%
5,884 $437,000
Q2 2017

Jan 29, 2020
BUY
N/A
3,779
3,779 $265,000

Others Institutions Holding IJR

# of Institutions
2,705
Shares Held
523M
Call Options Held
947K
Put Options Held
614K
View Full List

About ISHARES CORE S&P SM CAP ETF

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