Kingsview Wealth Management, LLC Ishares Core S&P Total U.S. St 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 Total U.S. St stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 131,198 shares of ITOT stock, worth $17.4 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

131,198

Previous 1,065,402 87.69%

Holding current value

$17.4 Million

Previous $134 Million 87.39%

% of portfolio

0.36%

Previous 3.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$124.26 - $134.12 $116 Million - $125 Million	-934,204 Reduced 87.69%	131,198 $16.9 Million
Q3 2024 Nov 12, 2024	BUY	$113.41 - $125.62 $10.5 Million - $11.6 Million	92,425 Added 9.5%	1,065,402 $134 Million
Q2 2024 Aug 14, 2024	BUY	$108.78 - $119.23 $8.92 Million - $9.78 Million	82,031 Added 9.21%	972,977 $116 Million
Q1 2024 May 09, 2024	BUY	$103.16 - $115.3 $10.1 Million - $11.3 Million	97,816 Added 12.33%	890,946 $103 Million
Q4 2023 Feb 08, 2024	BUY	$90.04 - $105.69 $23.4 Million - $27.5 Million	259,918 Added 48.75%	793,130 $83.5 Million
Q3 2023 Nov 07, 2023	BUY	$93.72 - $101.39 $10.3 Million - $11.1 Million	109,925 Added 25.97%	533,212 $50.2 Million
Q2 2023 Aug 10, 2023	SELL	$89.03 - $97.84 $657,219 - $722,254	-7,382 Reduced 1.71%	423,287 $41.4 Million
Q1 2023 May 15, 2023	BUY	$84.12 - $93.15 $808,813 - $895,637	9,615 Added 2.28%	430,669 $39 Million
Q4 2022 Feb 13, 2023	BUY	$79.44 - $90.48 $662,926 - $755,055	8,345 Added 2.02%	421,054 $35.7 Million
Q3 2022 Nov 14, 2022	BUY	$79.54 - $95.9 $3.34 Million - $4.02 Million	41,958 Added 11.32%	412,709 $32.8 Million
Q2 2022 Aug 16, 2022	BUY	$80.96 - $102.19 $4.81 Million - $6.07 Million	59,418 Added 19.09%	370,751 $31.1 Million
Q1 2022 Feb 08, 2024	SELL	$93.09 - $107.63 $46.5 Million - $53.8 Million	-499,591 Reduced 62.99%	293,539 $29.6 Million
Q4 2021 Feb 17, 2022	BUY	$98.24 - $107.61 $3.18 Million - $3.48 Million	32,334 Added 11.59%	311,333 $33.3 Million
Q3 2021 Dec 03, 2021	BUY	$97.33 - $103.96 $4.57 Million - $4.88 Million	46,944 Added 20.23%	278,999 $27.4 Million
Q2 2021 Aug 17, 2021	BUY	$92.76 - $98.86 $6.46 Million - $6.89 Million	69,681 Added 42.91%	232,055 $23.1 Million
Q1 2021 May 24, 2021	BUY	$85.12 - $92.58 $13.8 Million - $15 Million	162,374 New	162,374 $15.1 Million

Others Institutions Holding ITOT

# of Institutions

1,469

Shares Held

321M

Call Options Held

58.9K

Put Options Held

20K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
Sector ETFs
Industry ETFs

More about ITOT

Track This Portfolio

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.

Account

Kingsview Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History