Kingswood Wealth Advisors, LLC Ishares Russell Midcap Value E Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,177 shares of IWS stock, worth $413,931. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,177
Holding current value
$413,931
% of portfolio
0.03%

Shares

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

Oct 21, 2024
BUY
$119.52 - $132.25 $379,715 - $420,158
3,177 New
3,177 $420 Million

Others Institutions Holding IWS

# of Institutions
938
Shares Held
93.3M
Call Options Held
36.4K
Put Options Held
1.6K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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