Kingswood Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,526 shares of ITOT stock, worth $305,166. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,526
Previous 3,207 21.23%
Holding current value
$305,166
Previous $337 Million 13.7%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Apr 15, 2024
SELL
$103.16 - $115.3 $70,251 - $78,519
-681 Reduced 21.23%
2,526 $291 Million
Q4 2023

Jan 16, 2024
BUY
$90.04 - $105.69 $288,758 - $338,947
3,207 New
3,207 $337 Million

Others Institutions Holding ITOT

# of Institutions
1,303
Shares Held
293M
Call Options Held
524K
Put Options Held
45.1K
View Full List

About ISHARES CORE S&P TOTAL U.S. ST

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