A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,365 shares of IGSB stock, worth $480,986. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,365
Previous 9,177 2.05%
Holding current value
$480,986
Previous $471 Million 2.06%
% of portfolio
0.06%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$50.95 - $51.48 $9,578 - $9,678
188 Added 2.05%
9,365 $480 Million
Q4 2023

Jan 16, 2024

BUY
$49.4 - $51.28 $129,032 - $133,943
2,612 Added 39.79%
9,177 $471 Million
Q3 2023

Oct 23, 2023

BUY
$49.74 - $50.37 $326,543 - $330,679
6,565 New
6,565 $327 Million

Others Institutions Holding IGSB

About ISHARES TRUST ISHARES 1-5 YEAR


  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.