Kingswood Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,850 shares of IUSG stock, worth $504,812. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,850
Previous 4,233 9.05%
Holding current value
$504,812
Previous $496 Million 1.08%
% of portfolio
0.04%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
SELL
$109.98 - $128.59 $42,122 - $49,249
-383 Reduced 9.05%
3,850 $491 Million
Q1 2024

Apr 15, 2024
BUY
$100.95 - $117.92 $7,268 - $8,490
72 Added 1.73%
4,233 $496 Million
Q4 2023

Jan 16, 2024
BUY
$91.06 - $104.51 $378,900 - $434,866
4,161 New
4,161 $433 Million

Others Institutions Holding IUSG

# of Institutions
715
Shares Held
112M
Call Options Held
4.4K
Put Options Held
3.3K
View Full List

About ISHARES CORE S&P U.S GROWTH ET

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