Kingsview Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Kingsview Wealth Management, LLC

$4.73 Billion
Q1 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 1,575 shares of IWV stock, worth $568,779. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,575

Previous 1,574 0.06%

Holding current value

$568,779

Previous $526,000 4.94%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$313.1 - $349.83 $313 - $349	1 Added 0.06%	1,575 $500,000
Q4 2024 Jan 28, 2025	SELL	$323.08 - $349.08 $3.11 Million - $3.36 Million	-9,621 Reduced 85.94%	1,574 $526,000
Q3 2024 Nov 12, 2024	BUY	$294.75 - $326.73 $2.89 Million - $3.2 Million	9,807 Added 706.56%	11,195 $3.66 Million
Q2 2024 Aug 14, 2024	BUY	$283.16 - $309.9 $16,989 - $18,594	60 Added 4.52%	1,388 $428,000
Q1 2024 May 09, 2024	BUY	$268.36 - $300.08 $115,931 - $129,634	432 Added 48.21%	1,328 $398,000
Q4 2023 Feb 08, 2024	SELL	$234.36 - $274.87 $9,843 - $11,544	-42 Reduced 4.48%	896 $245,000
Q3 2023 Nov 07, 2023	BUY	$243.9 - $263.56 $228,778 - $247,219	938 New	938 $229,000
Q1 2022 Feb 08, 2024	BUY	$242.02 - $279.09 $847,312 - $977,094	3,501 Added 390.74%	4,397 $0

Others Institutions Holding IWV

# of Institutions

907

Shares Held

26.4M

Call Options Held

16.1K

Put Options Held

8.2K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

More about IWV

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 Russell 3000 ETF Transaction History