Kingsview Wealth Management, LLC Ishares Tr Transaction History

Kingsview Wealth Management, LLC

  • $3.97 Billion
  • Q2 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 24,485 shares of IYY stock, worth $3.39 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
24,485
Previous 2,255 985.81%
Holding current value
$3.39 Million
Previous $288,000 1024.65%
% of portfolio
0.08%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$120.85 - $132.7 $2.69 Million - $2.95 Million
22,230 Added 985.81%
24,485 $3.24 Million
Q4 2023

Feb 08, 2024
BUY
$99.95 - $116.88 $21,989 - $25,713
220 Added 10.81%
2,255 $262,000
Q3 2023

Nov 07, 2023
SELL
$103.92 - $112.08 $1,247 - $1,344
-12 Reduced 0.59%
2,035 $212,000
Q2 2023

Aug 10, 2023
SELL
$98.55 - $108.33 $8,278 - $9,099
-84 Reduced 3.94%
2,047 $221,000
Q1 2023

May 15, 2023
BUY
$92.74 - $102.46 $197,628 - $218,342
2,131 New
2,131 $213,000
Q2 2022

Aug 16, 2022
SELL
$89.32 - $112.61 $12,147 - $15,314
-136 Reduced 4.57%
2,843 $263,000
Q1 2022

Feb 08, 2024
BUY
$102.45 - $118.45 $72,637 - $83,981
709 Added 31.44%
2,964 $0
Q1 2021

May 24, 2021
BUY
$93.02 - $100.44 $93 - $100
1 Added 0.03%
2,979 $301,000
Q4 2020

Feb 16, 2021
BUY
$81.36 - $94.32 $121,145 - $140,442
1,489 Added 100.0%
2,978 $281,000
Q3 2020

Nov 19, 2020
BUY
$76.94 - $88.82 $3,154 - $3,641
41 Added 2.83%
1,489 $248,000
Q2 2020

Aug 14, 2020
BUY
$60.32 - $80.25 $87,343 - $116,202
1,448 New
1,448 $222,000
Q3 2019

Jan 29, 2020
SELL
$73.36 - $74.95 $102,190 - $104,405
-1,393 Closed
0 $0
Q2 2019

Jan 29, 2020
BUY
N/A
1,393 New
1,393 $204,000

Others Institutions Holding IYY

# of Institutions
236
Shares Held
3.42M
Call Options Held
6.5K
Put Options Held
300
View Full List

About ISHARES TR

IYY Quotes by TradingView
  • Ticker IYY
  • Sector ETFs
  • Industry ETFs
More about IYY
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.

Choose your preferred platform and Sign Up 👇 Telegram Email