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 19,362 shares of IEFA stock, worth $1.58 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

19,362

Previous 19,698 1.71%

Holding current value

$1.58 Million

Previous $1.38 Billion 5.84%

% of portfolio

0.06%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$69.57 - $78.65 $23,375 - $26,426	-336 Reduced 1.71%	19,362 $1.47 Billion
Q4 2024 Jan 22, 2025	SELL	$70.06 - $77.43 $129,540 - $143,168	-1,849 Reduced 8.58%	19,698 $1.38 Billion
Q3 2024 Oct 21, 2024	BUY	$70.09 - $78.74 $574,738 - $645,668	8,200 Added 61.44%	21,547 $1.68 Billion
Q2 2024 Jul 09, 2024	SELL	$70.77 - $76.19 $58,951 - $63,466	-833 Reduced 5.87%	13,347 $970 Million
Q1 2024 Apr 15, 2024	BUY	$68.14 - $74.43 $664,637 - $725,990	9,754 Added 220.38%	14,180 $1.05 Billion
Q4 2023 Jan 16, 2024	BUY	$61.3 - $70.47 $271,313 - $311,900	4,426 New	4,426 $311 Million

Others Institutions Holding IEFA

# of Institutions

2,253

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.5K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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Kingswood Wealth Advisors, LLC Ishares Tr Transaction History