Kingswood Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 73,300 shares of IJH stock, worth $4.43 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

73,300

Previous 64,017 14.5%

Holding current value

$4.43 Million

Previous $3.99 Billion 7.43%

% of portfolio

0.16%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$57.21 - $65.8 $531,080 - $610,821	9,283 Added 14.5%	73,300 $4.29 Billion
Q4 2024 Jan 22, 2025	BUY	$61.68 - $67.87 $1.63 Million - $1.8 Million	26,485 Added 70.57%	64,017 $3.99 Billion
Q3 2024 Oct 21, 2024	BUY	$57.32 - $62.65 $490,086 - $535,657	8,550 Added 29.5%	37,532 $2.34 Billion
Q2 2024 Jul 09, 2024	BUY	$56.43 - $60.79 $655,829 - $706,501	11,622 Added 66.95%	28,982 $1.7 Billion
Q1 2024 Apr 15, 2024	BUY	$56.98 - $284.98 $866,608 - $4.33 Million	15,209 Added 707.07%	17,360 $1.05 Billion
Q4 2023 Jan 16, 2024	BUY	$232.04 - $279.85 $152,450 - $183,861	657 Added 43.98%	2,151 $596 Million
Q3 2023 Oct 23, 2023	BUY	$246.15 - $272.4 $367,748 - $406,965	1,494 New	1,494 $373 Million

Others Institutions Holding IJH

# of Institutions

2,675

Shares Held

1.17B

Call Options Held

634K

Put Options Held

150K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

Track This Portfolio

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.

Account

Kingswood Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History