Kingswood Wealth Advisors, LLC Ishares U.S. Treasury Bond ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 72,950 shares of GOVT stock, worth $1.64 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

72,950

Previous 68,020 7.25%

Holding current value

$1.64 Million

Previous $1.54 Billion 11.45%

% of portfolio

0.12%

Previous 0.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$22.38 - $23.66 $110,333 - $116,643	4,930 Added 7.25%	72,950 $1.71 Billion
Q2 2024 Jul 09, 2024	SELL	$22.12 - $22.75 $38,886 - $39,994	-1,758 Reduced 2.52%	68,020 $1.54 Billion
Q1 2024 Apr 15, 2024	SELL	$22.51 - $23.08 $559,958 - $574,138	-24,876 Reduced 26.28%	69,778 $1.59 Billion
Q4 2023 Jan 16, 2024	BUY	$21.6 - $23.13 $1.62 Million - $1.73 Million	74,963 Added 380.7%	94,654 $2.18 Billion
Q3 2023 Oct 23, 2023	BUY	$21.99 - $23.01 $433,005 - $453,089	19,691 New	19,691 $2.04 Billion

Others Institutions Holding GOVT

# of Institutions

776

Shares Held

1.06B

Call Options Held

7.5K

Put Options Held

761K

View Full List

About ISHARES U.S. TREASURY BOND ETF

Ticker GOVT
Sector ETFs
Industry ETFs

More about GOVT

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Kingswood Wealth Advisors, LLC Ishares U.S. Treasury Bond ETF Transaction History