Kingsview Wealth Management, LLC Ishares Tr Transaction History

Kingsview Wealth Management, LLC

  • $4.73 Billion
  • Q1 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 11,456 shares of IEZ stock, worth $177,109. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,456
Previous 19,431 41.04%
Holding current value
$177,109
Previous $384,000 41.93%
% of portfolio
0.0%
Previous 0.01%

Shares

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

May 02, 2025
SELL
$18.42 - $22.2 $146,899 - $177,045
-7,975 Reduced 41.04%
11,456 $223,000
Q4 2024

Jan 28, 2025
SELL
$18.93 - $22.09 $131,885 - $153,901
-6,967 Reduced 26.39%
19,431 $384,000
Q3 2024

Nov 12, 2024
SELL
$19.08 - $23.8 $32,359 - $40,364
-1,696 Reduced 6.04%
26,398 $530,000
Q2 2024

Aug 14, 2024
SELL
$20.73 - $24.62 $108,873 - $129,304
-5,252 Reduced 15.75%
28,094 $625,000
Q1 2024

May 09, 2024
SELL
$19.85 - $23.65 $244,492 - $291,297
-12,317 Reduced 26.97%
33,346 $788,000
Q4 2023

Feb 08, 2024
SELL
$20.39 - $24.27 $1.15 Million - $1.37 Million
-56,531 Reduced 55.32%
45,663 $1 Million
Q3 2023

Nov 07, 2023
SELL
$20.14 - $25.39 $40,944 - $51,617
-2,033 Reduced 1.95%
102,194 $2.46 Million
Q2 2023

Aug 10, 2023
BUY
$17.22 - $20.49 $567,726 - $675,534
32,969 Added 46.27%
104,227 $2.1 Million
Q1 2023

May 15, 2023
BUY
$17.87 - $23.07 $1.27 Million - $1.64 Million
71,258 New
71,258 $1.38 Million

Others Institutions Holding IEZ

# of Institutions
78
Shares Held
4.18M
Call Options Held
12.9K
Put Options Held
15.6K
View Full List

About ISHARES TR

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