Kingsview Wealth Management, LLC Ishares Tr Transaction History

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 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 2,145 shares of IYY stock, worth $313,363. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,145
Previous 24,485 91.24%
Holding current value
$313,363
Previous $3.24 Million 90.77%
% of portfolio
0.01%
Previous 0.08%

Shares

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

Nov 12, 2024
SELL
$125.77 - $139.59 $2.81 Million - $3.12 Million
-22,340 Reduced 91.24%
2,145 $299,000
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
254
Shares Held
3.48M
Call Options Held
6.6K
Put Options Held
0
View Full List

About ISHARES TR

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