Kingsview Wealth Management, LLC Ishares S&P 100 ETF Transaction History

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 6,186 shares of OEF stock, worth $1.65 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,186
Previous 5,515 12.17%
Holding current value
$1.65 Million
Previous $1.47 Million 12.13%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 28, 2025
BUY
N/A
671 Added 12.17%
6,186 $1.65 Million
Q3 2024

Nov 12, 2024
BUY
$266.03 - $266.03 $264,965 - $264,965
996 Added 22.04%
5,515 $1.47 Million
Q2 2024

Aug 14, 2024
BUY
$234.68 - $265.99 $90,117 - $102,140
384 Added 9.29%
4,519 $1.19 Million
Q1 2024

May 09, 2024
SELL
$219.81 - $247.98 $215,413 - $243,020
-980 Reduced 19.16%
4,135 $1.02 Million
Q4 2023

Feb 08, 2024
SELL
$193.71 - $224.12 $567,957 - $657,119
-2,932 Reduced 36.44%
5,115 $1.14 Million
Q3 2023

Nov 07, 2023
BUY
$199.84 - $214.2 $947,841 - $1.02 Million
4,743 Added 143.55%
8,047 $1.61 Million
Q2 2023

Aug 10, 2023
BUY
$185.57 - $207.06 $613,123 - $684,126
3,304 New
3,304 $684,000
Q4 2019

Jan 30, 2020
BUY
$127.66 - $144.69 $268,086 - $303,849
2,100 Added 129.31%
3,724 $442,000
Q3 2019

Jan 29, 2020
BUY
$125.75 - $134.09 $3,143 - $3,352
25 Added 1.56%
1,624 $214,000
Q1 2019

Jan 29, 2020
BUY
$121.7 - $126.45 $194,598 - $202,193
1,599 New
1,599 $200,000
Q4 2018

Jan 29, 2020
SELL
N/A
-1,685 Closed
0 $0
Q3 2018

Jan 29, 2020
BUY
N/A
1,685 New
1,685 $218,000
Q2 2018

Jan 29, 2020
SELL
N/A
-2,330 Closed
0 $0
Q1 2018

Jan 29, 2020
SELL
N/A
-1,394 Reduced 37.43%
2,330 $270,000
Q4 2017

Jan 29, 2020
BUY
N/A
17 Added 0.46%
3,724 $442,000
Q3 2017

Jan 29, 2020
BUY
N/A
554 Added 17.57%
3,707 $413,000
Q2 2017

Jan 29, 2020
SELL
N/A
-11,419 Reduced 78.36%
3,153 $337,000
Q1 2017

Jan 29, 2020
BUY
N/A
14,572
14,572 $1.53 Million

Others Institutions Holding OEF

# of Institutions
911
Shares Held
85.6M
Call Options Held
39.6K
Put Options Held
40K
View Full List

About ISHARES S&P 100 ETF

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