Kingsview Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Kingsview Wealth Management, LLC

$4.73 Billion
Q1 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 15,997 shares of IWP stock, worth $2.28 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

15,997

Previous 45,937 65.18%

Holding current value

$2.28 Million

Previous $5.82 Million 67.73%

% of portfolio

0.04%

Previous 0.12%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$114.9 - $139.6 $3.44 Million - $4.18 Million	-29,940 Reduced 65.18%	15,997 $1.88 Million
Q4 2024 Jan 28, 2025	BUY	$116.4 - $138.52 $296,121 - $352,394	2,544 Added 5.86%	45,937 $5.82 Million
Q3 2024 Nov 12, 2024	BUY	$103.87 - $117.59 $2.94 Million - $3.33 Million	28,280 Added 187.12%	43,393 $5.09 Million
Q2 2024 Aug 14, 2024	BUY	$105.7 - $113.43 $317 - $340	3 Added 0.02%	15,113 $1.67 Million
Q1 2024 May 09, 2024	SELL	$100.66 - $114.14 $12,179 - $13,810	-121 Reduced 0.79%	15,110 $1.72 Million
Q4 2023 Feb 08, 2024	SELL	$85.66 - $105.12 $299,381 - $367,394	-3,495 Reduced 18.66%	15,231 $1.59 Million
Q3 2023 Nov 07, 2023	BUY	$89.97 - $100.32 $430,776 - $480,332	4,788 Added 34.35%	18,726 $1.71 Million
Q2 2023 Aug 10, 2023	BUY	$87.72 - $96.63 $22,894 - $25,220	261 Added 1.91%	13,938 $1.35 Million
Q1 2023 May 15, 2023	SELL	$82.89 - $94.68 $78,828 - $90,040	-951 Reduced 6.5%	13,677 $1.25 Million
Q4 2022 Feb 13, 2023	SELL	$77.4 - $89.88 $40,557 - $47,097	-524 Reduced 3.46%	14,628 $1.22 Million
Q3 2022 Nov 14, 2022	SELL	$78.02 - $94.38 $28,789 - $34,826	-369 Reduced 2.38%	15,152 $1.19 Million
Q2 2022 Aug 16, 2022	SELL	$75.41 - $102.47 $580,279 - $788,506	-7,695 Reduced 33.15%	15,521 $1.23 Million
Q1 2022 Feb 08, 2024	BUY	$89.52 - $114.03 $679,277 - $865,259	7,588 Added 49.82%	22,819 $0
Q4 2021 Feb 17, 2022	SELL	$109.8 - $123.28 $6,588 - $7,396	-60 Reduced 0.26%	23,216 $2.68 Million
Q3 2021 Dec 03, 2021	BUY	$109.39 - $119.47 $278,397 - $304,051	2,545 Added 12.28%	23,276 $2.61 Million
Q2 2021 Aug 17, 2021	SELL	$99.98 - $113.73 $38,492 - $43,786	-385 Reduced 1.82%	20,731 $2.35 Million
Q1 2021 May 24, 2021	BUY	$96.94 - $112.05 $270,365 - $312,507	2,789 Added 15.22%	21,116 $2.2 Million
Q4 2020 Feb 16, 2021	BUY	$86.54 - $104.78 $798,591 - $966,909	9,228 Added 101.42%	18,327 $1.88 Million
Q3 2020 Nov 19, 2020	SELL	$79.56 - $90.13 $47,815 - $54,168	-601 Reduced 6.2%	9,099 $1.57 Million
Q2 2020 Aug 14, 2020	BUY	$57.59 - $81.27 $190,738 - $269,166	3,312 Added 51.85%	9,700 $1.53 Million
Q1 2020 May 11, 2020	BUY	$52.32 - $81.58 $19,463 - $30,347	372 Added 6.18%	6,388 $777,000
Q4 2019 Jan 31, 2020	BUY	$68.8 - $76.63 $413,900 - $461,006	6,016 New	6,016 $918,000
Q4 2019 Jan 30, 2020	SELL	$68.8 - $76.63 $373,033 - $415,487	-5,422 Closed	0 $0
Q3 2019 Jan 29, 2020	SELL	$70.16 - $72.24 $48,129 - $49,556	-686 Reduced 11.23%	5,422 $766,000
Q2 2019 Jan 29, 2020	SELL	N/A	-4,745 Reduced 43.72%	6,108 $871,000
Q1 2019 Jan 29, 2020	BUY	N/A	8,956 Added 472.11%	10,853 $1.47 Million
Q4 2018 Jan 29, 2020	BUY	N/A	398 Added 26.55%	1,897 $216,000
Q3 2018 Jan 29, 2020	SELL	N/A	-82 Reduced 5.19%	1,499 $203,000
Q2 2018 Jan 29, 2020	BUY	N/A	1,581 New	1,581 $200,000

Others Institutions Holding IWP

# of Institutions

1,259

Shares Held

133M

Call Options Held

132K

Put Options Held

92.9K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Kingsview Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History