Kingsview Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	SELL	$98.69 - $99.57 $16,579 - $16,727	-168 Reduced 6.48%	2,423 $241,000
Q1 2024 May 09, 2024	SELL	$98.36 - $99.47 $4,327 - $4,376	-44 Reduced 1.67%	2,591 $257,000
Q4 2023 Feb 08, 2024	SELL	$96.33 - $98.68 $15,894 - $16,282	-165 Reduced 5.89%	2,635 $259,000
Q3 2023 Nov 07, 2023	BUY	$96.73 - $97.56 $13,735 - $13,853	142 Added 5.34%	2,800 $271,000
Q2 2023 Aug 10, 2023	SELL	$97.43 - $99.5 $39,654 - $40,496	-407 Reduced 13.28%	2,658 $259,000
Q1 2023 May 15, 2023	SELL	$96.86 - $99.23 $1.49 Million - $1.52 Million	-15,334 Reduced 83.34%	3,065 $304,000
Q4 2022 Feb 13, 2023	SELL	$96.57 - $98.11 $498,687 - $506,640	-5,164 Reduced 21.92%	18,399 $1.78 Million
Q3 2022 Nov 14, 2022	BUY	$96.11 - $102.85 $133,016 - $142,344	1,384 Added 6.24%	23,563 $2.27 Million
Q2 2022 Aug 16, 2022	BUY	$101.26 - $104.65 $2.25 Million - $2.32 Million	22,179 New	22,179 $2.25 Million
Q1 2022 Feb 08, 2024	BUY	$103.82 - $106.76 $672,026 - $691,057	6,473 Added 245.65%	9,108 $955,000

Others Institutions Holding STIP

# of Institutions

624

Shares Held

53.9M

Call Options Held

33.5K

Put Options Held

0

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