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 69,090 shares of LRGF stock, worth $4.31 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
69,090
Previous 68,087 1.47%
Holding current value
$4.31 Million
Previous $4 Million 4.2%
% of portfolio
0.09%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$58.25 - $63.26 $58,424 - $63,449
1,003 Added 1.47%
69,090 $4.17 Million
Q3 2024

Nov 12, 2024
SELL
$52.89 - $58.77 $2.95 Million - $3.27 Million
-55,709 Reduced 45.0%
68,087 $4 Million
Q2 2024

Aug 14, 2024
BUY
$50.75 - $56.08 $2.82 Million - $3.11 Million
55,504 Added 81.27%
123,796 $6.89 Million
Q1 2024

May 09, 2024
SELL
$47.39 - $53.82 $1.19 Million - $1.36 Million
-25,200 Reduced 26.95%
68,292 $3.67 Million
Q4 2023

Feb 08, 2024
BUY
$41.5 - $48.47 $865,150 - $1.01 Million
20,847 Added 28.7%
93,492 $4.51 Million
Q3 2023

Nov 07, 2023
BUY
$43.03 - $46.09 $93,719 - $100,384
2,178 Added 3.09%
72,645 $3.15 Million
Q2 2023

Aug 10, 2023
BUY
$40.55 - $44.56 $215,077 - $236,346
5,304 Added 8.14%
70,467 $3.14 Million
Q1 2023

May 15, 2023
BUY
$38.59 - $42.55 $38,975 - $42,975
1,010 Added 1.57%
65,163 $2.7 Million
Q4 2022

Feb 13, 2023
BUY
$36.32 - $41.5 $1.57 Million - $1.8 Million
43,362 Added 208.56%
64,153 $2.5 Million
Q3 2022

Nov 14, 2022
BUY
$36.22 - $43.47 $753,050 - $903,784
20,791 New
20,791 $753,000

Others Institutions Holding LRGF

# of Institutions
216
Shares Held
34.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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