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

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

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 1,977 shares of IWY stock, worth $460,265. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,977
Previous 1,959 0.92%
Holding current value
$460,265
Previous $461 Million 8.92%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$210.19 - $243.33 $3,783 - $4,379
18 Added 0.92%
1,977 $420 Million
Q4 2024

Jan 22, 2025
BUY
$216.72 - $244.71 $424,554 - $479,386
1,959 New
1,959 $461 Million
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
596
Shares Held
51.8M
Call Options Held
4.7K
Put Options Held
6.5K
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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