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

Kingsview Wealth Management, LLC

  • $4.73 Billion
  • Q1 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 18,510 shares of IWD stock, worth $3.49 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
18,510
Previous 46,835 60.48%
Holding current value
$3.49 Million
Previous $8.67 Million 59.84%
% of portfolio
0.07%
Previous 0.18%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$182.82 - $196.21 $5.18 Million - $5.56 Million
-28,325 Reduced 60.48%
18,510 $3.48 Million
Q4 2024

Jan 28, 2025
BUY
$183.23 - $199.79 $5.73 Million - $6.25 Million
31,288 Added 201.25%
46,835 $8.67 Million
Q3 2024

Nov 12, 2024
SELL
$173.36 - $189.8 $47,500 - $52,005
-274 Reduced 1.73%
15,547 $2.95 Million
Q2 2024

Aug 14, 2024
SELL
$169.4 - $179.05 $2.35 Million - $2.48 Million
-13,854 Reduced 46.69%
15,821 $2.76 Million
Q1 2024

May 09, 2024
BUY
$161.84 - $179.11 $1.33 Million - $1.48 Million
8,241 Added 38.45%
29,675 $5.32 Million
Q4 2023

Feb 08, 2024
BUY
$143.69 - $165.7 $632,667 - $729,577
4,403 Added 25.85%
21,434 $3.54 Million
Q3 2023

Nov 07, 2023
BUY
$151.73 - $163.56 $512,695 - $552,669
3,379 Added 24.75%
17,031 $2.59 Million
Q2 2023

Aug 10, 2023
SELL
$148.55 - $157.83 $237,828 - $252,685
-1,601 Reduced 10.5%
13,652 $2.15 Million
Q1 2023

May 15, 2023
SELL
$145.2 - $161.56 $5.69 Million - $6.33 Million
-39,204 Reduced 71.99%
15,253 $2.32 Million
Q4 2022

Feb 13, 2023
BUY
$136.78 - $158.99 $870,741 - $1.01 Million
6,366 Added 13.24%
54,457 $8.26 Million
Q3 2022

Nov 14, 2022
BUY
$135.99 - $161.15 $312,369 - $370,161
2,297 Added 5.02%
48,091 $6.54 Million
Q2 2022

Aug 16, 2022
BUY
$140.99 - $168.41 $197,526 - $235,942
1,401 Added 3.16%
45,794 $6.64 Million
Q1 2022

Feb 08, 2024
BUY
$157.15 - $170.51 $3.96 Million - $4.3 Million
25,226 Added 117.69%
46,660 $0
Q4 2021

Feb 17, 2022
BUY
$157.12 - $168.08 $341,736 - $365,574
2,175 Added 5.15%
44,393 $7.46 Million
Q3 2021

Dec 03, 2021
BUY
$154.62 - $164.07 $269,502 - $285,974
1,743 Added 4.31%
42,218 $6.61 Million
Q2 2021

Aug 17, 2021
SELL
$152.86 - $162.4 $368,239 - $391,221
-2,409 Reduced 5.62%
40,475 $6.44 Million
Q1 2021

May 24, 2021
BUY
$134.89 - $153.0 $247,792 - $281,061
1,837 Added 4.48%
42,884 $6.52 Million
Q4 2020

Feb 16, 2021
BUY
$115.84 - $136.73 $769,872 - $908,707
6,646 Added 19.32%
41,047 $5.61 Million
Q3 2020

Nov 19, 2020
BUY
$111.27 - $124.26 $2.83 Million - $3.17 Million
25,477 Added 285.49%
34,401 $4.06 Million
Q2 2020

Aug 14, 2020
BUY
$94.52 - $125.14 $13,043 - $17,269
138 Added 1.57%
8,924 $1.01 Million
Q1 2020

May 11, 2020
SELL
$85.17 - $138.52 $68,136 - $110,816
-800 Reduced 8.35%
8,786 $871,000
Q4 2019

Jan 31, 2020
BUY
$123.85 - $136.67 $412,544 - $455,247
3,331 Added 53.25%
9,586 $1.31 Million
Q4 2019

Jan 30, 2020
SELL
$123.85 - $136.67 $402,017 - $443,630
-3,246 Reduced 34.16%
6,255 $778,000
Q3 2019

Jan 29, 2020
BUY
$127.92 - $130.25 $160,027 - $162,942
1,251 Added 15.16%
9,501 $1.22 Million
Q2 2019

Jan 29, 2020
SELL
N/A
-1,319 Reduced 13.78%
8,250 $1.05 Million
Q1 2019

Jan 29, 2020
BUY
N/A
510 Added 5.63%
9,569 $1.18 Million
Q4 2018

Jan 29, 2020
BUY
N/A
3,821 Added 72.95%
9,059 $1.01 Million
Q3 2018

Jan 29, 2020
BUY
N/A
403 Added 8.34%
5,238 $663,000
Q2 2018

Jan 29, 2020
SELL
N/A
-585 Reduced 10.79%
4,835 $587,000
Q1 2018

Jan 29, 2020
SELL
N/A
-835 Reduced 13.35%
5,420 $650,000
Q4 2017

Jan 29, 2020
BUY
N/A
516 Added 8.99%
6,255 $778,000
Q3 2017

Jan 29, 2020
BUY
N/A
233 Added 4.23%
5,739 $680,000
Q2 2017

Jan 29, 2020
BUY
N/A
1,318 Added 31.47%
5,506 $641,000
Q1 2017

Jan 29, 2020
BUY
N/A
4,188
4,188 $481,000

Others Institutions Holding IWD

# of Institutions
1,907
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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