Kingswood Wealth Advisors, LLC Ishares Expanded Tech Sector E Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,460 shares of IGM stock, worth $462,814. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,460
Previous 4,131 7.96%
Holding current value
$462,814
Previous $422 Million 4.11%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Apr 21, 2025
BUY
$90.67 - $108.46 $29,830 - $35,683
329 Added 7.96%
4,460 $404 Million
Q4 2024

Jan 22, 2025
SELL
$94.19 - $106.95 $1,130 - $1,283
-12 Reduced 0.29%
4,131 $422 Million
Q3 2024

Oct 21, 2024
BUY
$84.03 - $98.62 $26,301 - $30,868
313 Added 8.17%
4,143 $397 Million
Q2 2024

Jul 09, 2024
BUY
$80.02 - $95.38 $306,476 - $365,305
3,830 New
3,830 $361 Million

Others Institutions Holding IGM

# of Institutions
470
Shares Held
28.3M
Call Options Held
49.7K
Put Options Held
15.7K
View Full List

About ISHARES EXPANDED TECH SECTOR E

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