Kingswood Wealth Advisors, LLC Ishares Tr Transaction History

Kingswood Wealth Advisors, LLC

$1.27 Trillion
Q2 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 20,404 shares of IDV stock, worth $754,539. This represents 0.06% of its overall portfolio holdings.

Number of Shares

20,404

Previous 21,347 4.42%

Holding current value

$754,539

Previous $662 Million 6.33%

% of portfolio

0.06%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$27.79 - $34.84 $26,205 - $32,854	-943 Reduced 4.42%	20,404 $704 Million
Q1 2025 Jul 25, 2025	BUY	$27.0 - $31.7 $25,461 - $29,893	943 Added 4.62%	21,347 $662 Million
Q1 2025 Apr 21, 2025	SELL	$27.0 - $31.7 $31,212 - $36,645	-1,156 Reduced 5.14%	21,347 $662 Million
Q4 2024 Jan 22, 2025	BUY	$27.03 - $29.92 $13,974 - $15,468	517 Added 2.35%	22,503 $616 Million
Q3 2024 Oct 21, 2024	BUY	$27.62 - $30.64 $75,043 - $83,248	2,717 Added 14.1%	21,986 $665 Million
Q2 2024 Jul 09, 2024	BUY	$26.94 - $30.1 $519,106 - $579,996	19,269 New	19,269 $533 Million
Q4 2023 Jan 16, 2024	SELL	$24.46 - $28.13 $323,287 - $371,794	-13,217 Reduced 63.86%	7,481 $209 Million
Q3 2023 Oct 23, 2023	BUY	$25.3 - $27.59 $523,659 - $571,057	20,698 New	20,698 $526 Million

Others Institutions Holding IDV

# of Institutions

571

Shares Held

97.6M

Call Options Held

23.6K

Put Options Held

67.9K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

Track This Portfolio

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.

Account

Kingswood Wealth Advisors, LLC Ishares Tr Transaction History