Kingswood Wealth Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,404 shares of IJJ stock, worth $306,389. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,404
Previous 1,709 40.67%
Holding current value
$306,389
Previous $214 Million 34.78%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Apr 21, 2025
BUY
$117.4 - $131.02 $81,593 - $91,058
695 Added 40.67%
2,404 $288 Million
Q4 2024

Jan 22, 2025
BUY
$121.89 - $135.52 $208,310 - $231,603
1,709 New
1,709 $214 Million

Others Institutions Holding IJJ

# of Institutions
903
Shares Held
43.4M
Call Options Held
100
Put Options Held
216
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
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.

Choose your preferred platform and Sign Up 👇 Telegram Email