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

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

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 4,131 shares of IGM stock, worth $430,904. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,131
Previous 4,143 0.29%
Holding current value
$430,904
Previous $397 Million 6.1%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
431
Shares Held
26.3M
Call Options Held
51.1K
Put Options Held
36K
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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