Kingswood Wealth Advisors, LLC Ishares Tr Transaction History

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 124,980 shares of DVY stock, worth $16 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

124,980

Previous 43,297 188.66%

Holding current value

$16 Million

Previous $5.68 Billion 195.04%

% of portfolio

0.64%

Previous 0.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$128.58 - $138.1 $10.5 Million - $11.3 Million	81,683 Added 188.66%	124,980 $16.8 Billion
Q4 2024 Jan 22, 2025	BUY	$129.55 - $143.41 $2.96 Million - $3.27 Million	22,826 Added 111.5%	43,297 $5.68 Billion
Q3 2024 Oct 21, 2024	SELL	$119.99 - $135.74 $178,305 - $201,709	-1,486 Reduced 6.77%	20,471 $2.76 Billion
Q2 2024 Jul 09, 2024	BUY	$115.73 - $125.75 $1.23 Million - $1.34 Million	10,662 Added 94.4%	21,957 $2.66 Billion
Q1 2024 Apr 15, 2024	BUY	$113.31 - $123.18 $16,769 - $18,230	148 Added 1.33%	11,295 $1.39 Billion
Q4 2023 Jan 16, 2024	BUY	$102.97 - $119.06 $1.15 Million - $1.33 Million	11,147 New	11,147 $1.31 Billion
Q2 2023 Aug 09, 2023	BUY	$108.5 - $119.27 $701,886 - $771,557	6,469 New	6,469 $733 Million

Others Institutions Holding DVY

# of Institutions

1,447

Shares Held

70.4M

Call Options Held

1.8M

Put Options Held

161K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC Ishares Tr Transaction History