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 3,625 shares of ITA stock, worth $718,728. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,625

Previous 40,581 91.07%

Holding current value

$718,728

Previous $5.9 Million 90.61%

% of portfolio

0.01%

Previous 0.13%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$144.84 - $159.5 $5.35 Million - $5.89 Million	-36,956 Reduced 91.07%	3,625 $554,000
Q4 2024 Jan 28, 2025	BUY	$144.31 - $157.31 $3.8 Million - $4.14 Million	26,328 Added 184.72%	40,581 $5.9 Million
Q3 2024 Nov 12, 2024	BUY	$131.58 - $149.64 $1.13 Million - $1.28 Million	8,571 Added 150.84%	14,253 $2.13 Million
Q2 2024 Aug 14, 2024	SELL	$127.05 - $137.39 $371,875 - $402,140	-2,927 Reduced 34.0%	5,682 $750,000
Q1 2024 May 09, 2024	SELL	$119.3 - $131.93 $70,744 - $78,234	-593 Reduced 6.44%	8,609 $1.14 Million
Q4 2023 Feb 08, 2024	BUY	$103.16 - $126.68 $668,476 - $820,886	6,480 Added 238.06%	9,202 $1.16 Million
Q3 2023 Nov 07, 2023	SELL	$105.4 - $118.17 $177,282 - $198,761	-1,682 Reduced 38.19%	2,722 $288,000
Q2 2023 Aug 10, 2023	SELL	$108.66 - $117.41 $702,704 - $759,290	-6,467 Reduced 59.49%	4,404 $513,000
Q1 2023 May 15, 2023	BUY	$108.43 - $117.74 $1.18 Million - $1.28 Million	10,871 New	10,871 $1.25 Million
Q2 2022 Aug 16, 2022	BUY	$93.66 - $112.65 $1.98 Million - $2.39 Million	21,181 New	21,181 $2.1 Million
Q1 2022 Feb 08, 2024	SELL	$98.82 - $112.95 $617,328 - $705,598	-6,247 Reduced 67.89%	2,955 $327,000

Others Institutions Holding ITA

# of Institutions

795

Shares Held

19M

Call Options Held

859K

Put Options Held

536K

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About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

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Kingsview Wealth Management, LLC Ishares Tr Transaction History