Kingswood Wealth Advisors, LLC Ishares Tr Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 20,471 shares of DVY stock, worth $2.66 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
20,471
Previous 21,957 6.77%
Holding current value
$2.66 Million
Previous $2.66 Billion 3.99%
% of portfolio
0.2%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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