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

Kingsview Wealth Management, LLC

  • $4.73 Billion
  • Q1 2025

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 3,981 shares of SDG stock, worth $289,339. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,981
Previous 4,036 1.36%
Holding current value
$289,339
Previous $288,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$69.64 - $76.33 $3,830 - $4,198
-55 Reduced 1.36%
3,981 $288,000
Q4 2024

Jan 28, 2025
SELL
$71.56 - $85.77 $10,519 - $12,608
-147 Reduced 3.51%
4,036 $288,000
Q3 2024

Nov 12, 2024
SELL
$74.95 - $85.33 $2,848 - $3,242
-38 Reduced 0.9%
4,183 $354,000
Q2 2024

Aug 14, 2024
BUY
$74.48 - $81.76 $109,411 - $120,105
1,469 Added 53.38%
4,221 $316,000
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
$69.82 - $81.82 $64,234 - $75,274
-920 Reduced 23.2%
3,046 $240,000
Q3 2022

Nov 14, 2022
SELL
$70.77 - $83.78 $5,661 - $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
1.08M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES MSCI GLO

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