Kingsview Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 13,049 shares of IWB stock, worth $4.21 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,049
Previous 13,788 5.36%
Holding current value
$4.21 Million
Previous $4.1 Million -0.0%
% of portfolio
0.09%
Previous 0.1%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$283.28 - $314.39 $209,343 - $232,334
-739 Reduced 5.36%
13,049 $4.1 Million
Q2 2024

Aug 14, 2024
BUY
$272.21 - $298.72 $2.85 Million - $3.12 Million
10,453 Added 313.43%
13,788 $4.1 Million
Q1 2024

May 09, 2024
SELL
$257.46 - $288.1 $140,830 - $157,590
-547 Reduced 14.09%
3,335 $960,000
Q4 2023

Feb 08, 2024
SELL
$225.16 - $263.17 $131,718 - $153,954
-585 Reduced 13.1%
3,882 $1.02 Million
Q3 2023

Nov 07, 2023
BUY
$234.05 - $252.17 $657,680 - $708,597
2,810 Added 169.58%
4,467 $1.05 Million
Q2 2023

Aug 10, 2023
BUY
$221.85 - $243.74 $101,163 - $111,145
456 Added 37.97%
1,657 $403,000
Q1 2023

May 15, 2023
BUY
$208.78 - $230.55 $23,383 - $25,821
112 Added 10.28%
1,201 $270,000
Q4 2022

Feb 13, 2023
BUY
$196.94 - $224.49 $214,467 - $244,469
1,089 New
1,089 $229,000
Q2 2022

Aug 16, 2022
SELL
$201.03 - $253.2 $178,715 - $225,094
-889 Closed
0 $0
Q1 2022

Feb 08, 2024
SELL
$230.48 - $266.11 $694,897 - $802,321
-3,015 Reduced 77.67%
867 $0
Q4 2021

Feb 17, 2022
BUY
$241.33 - $266.02 $5,309 - $5,852
22 Added 2.54%
889 $235,000
Q2 2021

Aug 17, 2021
SELL
$226.48 - $242.11 $210,173 - $224,678
-928 Reduced 51.7%
867 $211,000
Q4 2019

Jan 30, 2020
BUY
$159.7 - $178.97 $286,661 - $321,251
1,795 New
1,795 $267,000
Q2 2019

Jan 29, 2020
SELL
N/A
-1,324 Closed
0 $0
Q1 2019

Jan 29, 2020
BUY
N/A
1,324 New
1,324 $208,000
Q2 2018

Jan 29, 2020
SELL
N/A
-1,601 Closed
0 $0
Q1 2018

Jan 29, 2020
SELL
N/A
-194 Reduced 10.81%
1,601 $235,000
Q4 2017

Jan 29, 2020
BUY
N/A
142 Added 8.59%
1,795 $267,000
Q3 2017

Jan 29, 2020
BUY
N/A
1,653
1,653 $231,000

Others Institutions Holding IWB

# of Institutions
1,372
Shares Held
93.1M
Call Options Held
221K
Put Options Held
52.5K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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