Kingsview Wealth Management, LLC Ishares Core S&P U.S Growth Et 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 U.S Growth Et stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 14,142 shares of IUSG stock, worth $1.84 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

14,142

Previous 10,516 34.48%

Holding current value

$1.84 Million

Previous $1.39 Million 42.03%

% of portfolio

0.04%

Previous 0.03%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$129.96 - $144.97 $471,234 - $525,661	3,626 Added 34.48%	14,142 $1.97 Million
Q3 2024 Nov 12, 2024	BUY	$116.79 - $133.54 $340,676 - $389,536	2,917 Added 38.39%	10,516 $1.39 Million
Q2 2024 Aug 14, 2024	SELL	$109.98 - $128.59 $2.35 Million - $2.75 Million	-21,355 Reduced 73.75%	7,599 $968,000
Q1 2024 May 09, 2024	BUY	$100.95 - $117.92 $1.16 Million - $1.35 Million	11,475 Added 65.65%	28,954 $3.39 Million
Q4 2023 Feb 08, 2024	BUY	$91.06 - $104.51 $905,864 - $1.04 Million	9,948 Added 132.09%	17,479 $1.82 Million
Q3 2023 Nov 07, 2023	BUY	$94.27 - $100.74 $331,453 - $354,201	3,516 Added 87.57%	7,531 $714,000
Q2 2023 Aug 10, 2023	BUY	$87.77 - $97.64 $25,453 - $28,315	290 Added 7.79%	4,015 $392,000
Q1 2023 May 15, 2023	SELL	$79.81 - $88.77 $21,947 - $24,411	-275 Reduced 6.88%	3,725 $330,000
Q4 2022 Feb 13, 2023	BUY	$78.88 - $88.47 $103,884 - $116,514	1,317 Added 49.09%	4,000 $326,000
Q3 2022 Nov 14, 2022	BUY	$80.18 - $99.02 $215,122 - $265,670	2,683 New	2,683 $215,000
Q2 2022 Aug 16, 2022	SELL	$80.61 - $107.49 $182,178 - $242,927	-2,260 Closed	0 $0
Q1 2022 Feb 08, 2024	SELL	$94.61 - $116.48 $611,559 - $752,926	-6,464 Reduced 36.98%	11,015 $1.16 Million
Q4 2021 Feb 17, 2022	SELL	$101.4 - $117.16 $92,578 - $106,967	-913 Reduced 28.77%	2,260 $261,000
Q3 2021 Dec 03, 2021	SELL	$101.41 - $109.45 $56,688 - $61,182	-559 Reduced 14.98%	3,173 $325,000
Q2 2021 Aug 17, 2021	BUY	$91.91 - $101.16 $39,521 - $43,498	430 Added 13.02%	3,732 $378,000
Q1 2021 May 24, 2021	SELL	$85.7 - $93.77 $21,425 - $23,442	-250 Reduced 7.04%	3,302 $304,000
Q4 2020 Feb 16, 2021	BUY	$77.7 - $88.69 $2,097 - $2,394	27 Added 0.77%	3,552 $315,000
Q3 2020 Nov 19, 2020	SELL	$72.62 - $86.26 $1,742 - $2,070	-24 Reduced 0.68%	3,525 $282,000
Q2 2020 Aug 14, 2020	BUY	$54.68 - $72.85 $194,059 - $258,544	3,549 New	3,549 $255,000

Others Institutions Holding IUSG

# of Institutions

824

Shares Held

117M

Call Options Held

2.7K

Put Options Held

100

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
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Kingsview Wealth Management, LLC Ishares Core S&P U.S Growth Et Transaction History