Kingswood Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,166 shares of IWM stock, worth $1.04 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,166
Previous 4,977 3.8%
Holding current value
$1.04 Million
Previous $999 Million 8.78%
% of portfolio
0.13%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$189.48 - $210.3 $35,811 - $39,746
189 Added 3.8%
5,166 $1.09 Billion
Q4 2023

Jan 16, 2024
BUY
$162.21 - $204.82 $172,915 - $218,338
1,066 Added 27.26%
4,977 $999 Million
Q3 2023

Oct 23, 2023
BUY
$174.36 - $198.71 $681,921 - $777,154
3,911 New
3,911 $691 Million

Others Institutions Holding IWM

# of Institutions
2,582
Shares Held
306M
Call Options Held
239M
Put Options Held
413M
View Full List

About ISHARES RUSSELL 2000 ETF

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