Kingswood Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 24,559 shares of IVV stock, worth $14.8 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

24,559

Previous 22,351 9.88%

Holding current value

$14.8 Million

Previous $12.9 Billion 12.2%

% of portfolio

1.09%

Previous 0.92%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$570.51 - $610.59 $1.26 Million - $1.35 Million	2,208 Added 9.88%	24,559 $14.5 Billion
Q3 2024 Oct 21, 2024	BUY	$520.18 - $576.82 $1.14 Million - $1.26 Million	2,189 Added 10.86%	22,351 $12.9 Billion
Q2 2024 Jul 09, 2024	BUY	$497.53 - $549.64 $1.3 Million - $1.44 Million	2,616 Added 14.91%	20,162 $11 Billion
Q1 2024 Apr 15, 2024	BUY	$469.56 - $525.73 $563,472 - $630,876	1,200 Added 7.34%	17,546 $9.22 Billion
Q4 2023 Jan 16, 2024	BUY	$412.55 - $479.0 $1.63 Million - $1.89 Million	3,949 Added 31.85%	16,346 $7.81 Billion
Q3 2023 Oct 23, 2023	BUY	$427.76 - $460.18 $4.28 Million - $4.6 Million	10,006 Added 418.49%	12,397 $5.32 Billion
Q2 2023 Aug 09, 2023	BUY	$406.17 - $445.71 $971,152 - $1.07 Million	2,391 New	2,391 $1.07 Billion

Others Institutions Holding IVV

# of Institutions

3,834

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Kingswood Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History