Kingswood Wealth Advisors, LLC Ishares Tr Transaction History

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,639 shares of ITA stock, worth $349,746. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,639
Previous 1,905 38.53%
Holding current value
$349,746
Previous $241 Million 44.36%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Apr 15, 2024
BUY
$119.3 - $131.93 $87,566 - $96,836
734 Added 38.53%
2,639 $348 Million
Q4 2023

Jan 16, 2024
SELL
$103.16 - $126.68 $23,211 - $28,503
-225 Reduced 10.56%
1,905 $241 Million
Q3 2023

Oct 23, 2023
BUY
$105.4 - $118.17 $224,502 - $251,702
2,130 New
2,130 $226 Million

Others Institutions Holding ITA

# of Institutions
646
Shares Held
24.7M
Call Options Held
673K
Put Options Held
275K
View Full List

About ISHARES TR

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