Kingswood Wealth Advisors, LLC Ishares Tr Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 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 6,806 shares of ITA stock, worth $1.06 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,806
Previous 3,883 75.28%
Holding current value
$1.06 Million
Previous $581 Million 70.25%
% of portfolio
0.07%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$144.31 - $157.31 $421,818 - $459,817
2,923 Added 75.28%
6,806 $989 Million
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
733
Shares Held
19.3M
Call Options Held
315K
Put Options Held
178K
View Full List

About ISHARES TR

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