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 4,838 shares of IAK stock, worth $640,696. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,838
Previous 4,701 2.91%
Holding current value
$640,696
Previous $595 Million 12.12%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Apr 21, 2025
BUY
$121.85 - $137.9 $16,693 - $18,892
137 Added 2.91%
4,838 $667 Million
Q4 2024

Jan 22, 2025
BUY
$123.78 - $138.16 $23,023 - $25,697
186 Added 4.12%
4,701 $595 Million
Q3 2024

Oct 21, 2024
BUY
$112.0 - $130.47 $16,352 - $19,048
146 Added 3.34%
4,515 $583 Million
Q2 2024

Jul 09, 2024
BUY
$109.54 - $117.86 $99,900 - $107,488
912 Added 26.38%
4,369 $493 Million
Q1 2024

Apr 15, 2024
SELL
$101.06 - $117.39 $9,802 - $11,386
-97 Reduced 2.73%
3,457 $406 Million
Q4 2023

Jan 16, 2024
BUY
$89.71 - $100.92 $318,829 - $358,669
3,554 New
3,554 $356 Million

Others Institutions Holding IAK

# of Institutions
179
Shares Held
3.86M
Call Options Held
2.2K
Put Options Held
2K
View Full List

About ISHARES TR

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