A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 2,019 shares of IYW stock, worth $318,820. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,019
Previous 3,045 33.69%
Holding current value
$318,820
Previous $458,000 33.19%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$133.16 - $158.73 $136,622 - $162,856
-1,026 Reduced 33.69%
2,019 $306,000
Q2 2024

Aug 14, 2024

SELL
$124.75 - $153.46 $13,348 - $16,420
-107 Reduced 3.39%
3,045 $458,000
Q1 2024

May 09, 2024

BUY
$117.5 - $136.59 $149,107 - $173,332
1,269 Added 67.39%
3,152 $425,000
Q4 2023

Feb 08, 2024

SELL
$101.31 - $123.31 $928,607 - $1.13 Million
-9,166 Reduced 82.96%
1,883 $231,000
Q3 2023

Nov 07, 2023

BUY
$103.39 - $113.67 $1.14 Million - $1.26 Million
11,049 New
11,049 $1.16 Million

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Kingsview Wealth Management, LLC Portfolio

Follow Kingsview Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.