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

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 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 3,659 shares of IUSG stock, worth $501,063. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,659

Previous 3,850 4.96%

Holding current value

$501,063

Previous $491 Million 1.66%

% of portfolio

0.03%

Previous 0.04%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$116.79 - $133.54 $22,306 - $25,506	-191 Reduced 4.96%	3,659 $483 Million
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

739

Shares Held

115M

Call Options Held

6.3K

Put Options Held

3.3K

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

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