Kingswood Wealth Advisors, LLC Ishares Tr Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 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 7,064 shares of IYG stock, worth $595,212. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,064
Holding current value
$595,212
% of portfolio
0.04%

Shares

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

Jan 22, 2025
BUY
$70.24 - $82.34 $496,175 - $581,649
7,064 New
7,064 $550 Million
Q2 2023

Aug 09, 2023
BUY
$144.44 - $157.99 $3.57 Million - $3.9 Million
24,696 New
24,696 $1.06 Billion

Others Institutions Holding IYG

# of Institutions
274
Shares Held
13.2M
Call Options Held
11.1K
Put Options Held
0
View Full List

About ISHARES TR

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