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

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 15,311 shares of IVW stock, worth $1.52 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
15,311
Previous 10,475 46.17%
Holding current value
$1.52 Million
Previous $969 Million 51.13%
% of portfolio
0.1%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$84.77 - $97.13 $409,947 - $469,720
4,836 Added 46.17%
15,311 $1.47 Billion
Q2 2024

Jul 09, 2024
BUY
$79.31 - $93.31 $538,039 - $633,015
6,784 Added 183.8%
10,475 $969 Million
Q1 2024

Apr 15, 2024
SELL
$72.87 - $85.14 $112,074 - $130,945
-1,538 Reduced 29.41%
3,691 $312 Million
Q4 2023

Jan 16, 2024
BUY
$65.78 - $75.4 $343,963 - $394,266
5,229 New
5,229 $393 Million

Others Institutions Holding IVW

# of Institutions
1,816
Shares Held
414M
Call Options Held
355K
Put Options Held
454K
View Full List

About ISHARES S&P 500 GROWTH ETF

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