Kingswood Wealth Advisors, LLC Ishares Tr Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 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 4,701 shares of IAK stock, worth $595,146. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,701
Previous 4,515 4.12%
Holding current value
$595,146
Previous $583 Million 2.06%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
150
Shares Held
3.81M
Call Options Held
200
Put Options Held
0
View Full List

About ISHARES TR

IAK Quotes by TradingView
  • Ticker IAK
  • Sector ETFs
  • Industry ETFs
More about IAK
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, 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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email