Kingswood Wealth Advisors, LLC Ishares Core S&P 500 ETF 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 500 ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 20,162 shares of IVV stock, worth $11.6 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
20,162
Previous 17,546 14.91%
Holding current value
$11.6 Million
Previous $9.22 Billion 19.61%
% of portfolio
0.99%
Previous 1.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,325
Shares Held
659M
Call Options Held
715K
Put Options Held
951K
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email