Kingswood Wealth Advisors, LLC Ishares Tr Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,202 shares of IXUS stock, worth $279,096. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,202
Previous 4,336 3.09%
Holding current value
$279,096
Previous $293 Million 4.16%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 21, 2024
SELL
$64.9 - $73.35 $8,696 - $9,828
-134 Reduced 3.09%
4,202 $305 Million
Q2 2024

Jul 09, 2024
SELL
$65.1 - $70.07 $67,769 - $72,942
-1,041 Reduced 19.36%
4,336 $293 Million
Q1 2024

Apr 15, 2024
BUY
$62.39 - $67.92 $26,453 - $28,798
424 Added 8.56%
5,377 $365 Million
Q4 2023

Jan 16, 2024
BUY
$57.18 - $64.93 $73,247 - $83,175
1,281 Added 34.89%
4,953 $322 Million
Q3 2023

Oct 23, 2023
BUY
$59.72 - $65.1 $219,291 - $239,047
3,672 New
3,672 $220 Million

Others Institutions Holding IXUS

# of Institutions
809
Shares Held
479M
Call Options Held
12K
Put Options Held
6.7K
View Full List

About ISHARES TR

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