Kingsview Wealth Management, LLC Ishares Trust Ishares Msci Glo Transaction History

Kingsview Wealth Management, LLC

$3.76 Billion
Q1 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 2,752 shares of SDG stock, worth $206,592. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,752

Previous 2,672 2.99%

Holding current value

$206,592

Previous $216,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$75.05 - $80.02 $6,004 - $6,401	80 Added 2.99%	2,752 $216,000
Q4 2023 Feb 08, 2024	SELL	$70.72 - $81.11 $9,971 - $11,436	-141 Reduced 5.01%	2,672 $216,000
Q3 2023 Nov 07, 2023	BUY	$73.96 - $82.95 $2,884 - $3,235	39 Added 1.41%	2,813 $209,000
Q2 2023 Aug 10, 2023	SELL	$76.79 - $81.48 $14,666 - $15,562	-191 Reduced 6.44%	2,774 $219,000
Q1 2023 May 15, 2023	SELL	$75.46 - $83.68 $6,112 - $6,778	-81 Reduced 2.66%	2,965 $234,000

Q4 2022 Feb 13, 2023	SELL	$73.76 - $81.82 $67,859 - $75,274	-920 Reduced 23.2%	3,046 $240,000
Q3 2022 Nov 14, 2022	SELL	$71.94 - $83.78 $5,755 - $6,702	-80 Reduced 1.98%	3,966 $281,000
Q2 2022 Aug 16, 2022	SELL	$77.15 - $86.93 $12,266 - $13,821	-159 Reduced 3.78%	4,046 $323,000
Q1 2022 Feb 08, 2024	BUY	$82.15 - $90.96 $142,612 - $157,906	1,736 Added 64.97%	4,408 $376,000
Q4 2021 Feb 17, 2022	BUY	$87.78 - $97.25 $32,654 - $36,177	372 Added 9.71%	4,205 $382,000
Q3 2021 Dec 03, 2021	BUY	$95.5 - $100.65 $15,184 - $16,003	159 Added 4.33%	3,833 $368,000
Q2 2021 Aug 17, 2021	BUY	$94.42 - $99.78 $20,677 - $21,851	219 Added 6.34%	3,674 $367,000
Q1 2021 May 24, 2021	BUY	$92.2 - $100.06 $12,723 - $13,808	138 Added 4.16%	3,455 $329,000
Q4 2020 Feb 16, 2021	BUY	$77.55 - $93.5 $20,860 - $25,151	269 Added 8.83%	3,317 $310,000
Q3 2020 Nov 19, 2020	BUY	$68.79 - $82.4 $209,671 - $251,155	3,048 New	3,048 $245,000

Others Institutions Holding SDG

# of Institutions

122

Shares Held

1.8M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES MSCI GLO

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Kingsview Wealth Management, LLC Ishares Trust Ishares Msci Glo Transaction History