Kingswood Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 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 13,053 shares of IWM stock, worth $2.95 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
13,053
Previous 9,453 38.08%
Holding current value
$2.95 Million
Previous $2.09 Billion 38.14%
% of portfolio
0.22%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$216.13 - $242.4 $778,068 - $872,640
3,600 Added 38.08%
13,053 $2.88 Billion
Q3 2024

Oct 21, 2024
BUY
$200.87 - $224.6 $813,724 - $909,854
4,051 Added 74.99%
9,453 $2.09 Billion
Q2 2024

Jul 09, 2024
BUY
$192.84 - $209.44 $45,510 - $49,427
236 Added 4.57%
5,402 $1.1 Billion
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
2,801
Shares Held
312M
Call Options Held
232M
Put Options Held
521M
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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