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 21,347 shares of IDV stock, worth $717,045. This represents 0.03% of its overall portfolio holdings.

Number of Shares
21,347
Previous 22,503 5.14%
Holding current value
$717,045
Previous $616 Million 7.47%
% of portfolio
0.03%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
504
Shares Held
79.1M
Call Options Held
40.6K
Put Options Held
53.6K
View Full List

About ISHARES TR

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