Kingsview Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 21,829 shares of IWY stock, worth $5.21 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
21,829
Previous 20,223 7.94%
Holding current value
$5.21 Million
Previous $4.34 Million 10.72%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Nov 12, 2024
BUY
$194.66 - $225.97 $312,623 - $362,907
1,606 Added 7.94%
21,829 $4.8 Million
Q2 2024

Aug 14, 2024
SELL
$183.56 - $216.15 $25,514 - $30,044
-139 Reduced 0.68%
20,223 $4.34 Million
Q1 2024

May 09, 2024
SELL
$170.38 - $196.82 $28,794 - $33,262
-169 Reduced 0.82%
20,362 $3.97 Million
Q4 2023

Feb 08, 2024
SELL
$149.01 - $175.92 $35,315 - $41,693
-237 Reduced 1.14%
20,531 $3.6 Million
Q3 2023

Nov 07, 2023
BUY
$152.69 - $164.44 $79,246 - $85,344
519 Added 2.56%
20,768 $3.19 Million
Q2 2023

Aug 10, 2023
SELL
$136.24 - $158.56 $57,493 - $66,912
-422 Reduced 2.04%
20,249 $3.21 Million
Q1 2023

May 15, 2023
SELL
$117.74 - $138.93 $25,196 - $29,731
-214 Reduced 1.02%
20,671 $2.87 Million
Q4 2022

Feb 13, 2023
SELL
$117.55 - $131.34 $282,825 - $316,004
-2,406 Reduced 10.33%
20,885 $2.52 Million
Q3 2022

Nov 14, 2022
SELL
$119.49 - $146.95 $16,609 - $20,426
-139 Reduced 0.59%
23,291 $2.78 Million
Q2 2022

Aug 16, 2022
BUY
$120.18 - $161.96 $2.82 Million - $3.79 Million
23,430 New
23,430 $2.93 Million
Q1 2022

Feb 08, 2024
SELL
$141.01 - $175.1 $290,903 - $361,231
-2,063 Reduced 10.05%
18,468 $0

Others Institutions Holding IWY

# of Institutions
540
Shares Held
50.2M
Call Options Held
12.3K
Put Options Held
5.1K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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