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

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024

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 28,982 shares of IJH stock, worth $1.8 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
28,982
Previous 17,360 66.95%
Holding current value
$1.8 Million
Previous $1.05 Billion 60.85%
% of portfolio
0.15%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,361
Shares Held
1.02B
Call Options Held
716K
Put Options Held
43.2K
View Full List

About ISHARES CORE S&P MID-CAP ETF

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