Kingsview Wealth Management, LLC Ishares Tr Transaction History

Kingsview Wealth Management, LLC

$3.76 Billion
Q1 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 68,292 shares of LRGF stock, worth $3.8 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

68,292

Previous 93,492 26.95%

Holding current value

$3.8 Million

Previous $4.51 Million 18.61%

% of portfolio

0.1%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$37.79 - $41.5 $1.64 Million - $1.8 Million	43,362 Added 208.56%	64,153 $2.5 Million
Q3 2022 Nov 14, 2022	BUY	N/A	20,791 New	20,791 $753,000

Others Institutions Holding LRGF

# of Institutions

183

Shares Held

29.8M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

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Kingsview Wealth Management, LLC Ishares Tr Transaction History