Kingsview Wealth Management, LLC Ishares Tr Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 37,064 shares of IYR stock, worth $3.56 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

37,064

Holding current value

$3.56 Million

% of portfolio

0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$90.74 - $102.87 $3.36 Million - $3.81 Million	37,064 New	37,064 $3.45 Million
Q2 2022 Aug 16, 2022	BUY	$86.95 - $112.38 $3,825 - $4,944	44 Added 1.88%	2,383 $219,000
Q1 2022 Feb 08, 2024	BUY	$99.21 - $115.26 $355,370 - $412,861	3,582 New	3,582 $0
Q4 2021 Feb 17, 2022	BUY	$103.03 - $116.14 $15,969 - $18,001	155 Added 7.1%	2,339 $272,000
Q3 2021 Dec 03, 2021	BUY	$102.34 - $111.27 $3,888 - $4,228	38 Added 1.77%	2,184 $224,000
Q2 2021 Aug 17, 2021	SELL	$93.58 - $104.97 $374 - $419	-4 Reduced 0.19%	2,146 $220,000
Q1 2021 May 24, 2021	BUY	$82.27 - $92.74 $176,880 - $199,391	2,150 New	2,150 $201,000
Q4 2020 Feb 16, 2021	SELL	$76.87 - $86.71 $259,436 - $292,646	-3,375 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$76.71 - $84.15 $14,958 - $16,409	195 Added 6.13%	3,375 $269,000
Q2 2020 Aug 14, 2020	BUY	$64.24 - $86.82 $204,283 - $276,087	3,180 New	3,180 $251,000

Others Institutions Holding IYR

# of Institutions

613

Shares Held

57.3M

Call Options Held

8.93M

Put Options Held

12.5M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Kingsview Wealth Management, LLC Ishares Tr Transaction History