Kingswood Wealth Advisors, LLC Ishares Tr Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 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 3,883 shares of ITA stock, worth $600,661. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,883
Previous 4,081 4.85%
Holding current value
$600,661
Previous $539 Million 7.82%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$131.58 - $149.64 $26,052 - $29,628
-198 Reduced 4.85%
3,883 $581 Million
Q2 2024

Jul 09, 2024
BUY
$127.05 - $137.39 $183,206 - $198,116
1,442 Added 54.64%
4,081 $539 Million
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
701
Shares Held
18.7M
Call Options Held
309K
Put Options Held
178K
View Full List

About ISHARES TR

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