Kingswood Wealth Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,045 shares of IWY stock, worth $233,055. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,045
Previous 1,246 16.13%
Holding current value
$233,055
Previous $218 Million 6.63%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 15, 2024
SELL
$170.38 - $196.82 $34,246 - $39,560
-201 Reduced 16.13%
1,045 $204 Million
Q4 2023

Jan 16, 2024
BUY
$149.01 - $175.92 $185,666 - $219,196
1,246 New
1,246 $218 Million

Others Institutions Holding IWY

# of Institutions
462
Shares Held
51.1M
Call Options Held
2K
Put Options Held
1.2K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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