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 4,072 shares of IYJ stock, worth $572,238. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,072
Previous 26,665 84.73%
Holding current value
$572,238
Previous $3.56 Billion 84.75%
% of portfolio
0.04%
Previous 0.25%

Shares

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

Jan 22, 2025
SELL
$132.97 - $143.93 $3 Million - $3.25 Million
-22,593 Reduced 84.73%
4,072 $544 Million
Q3 2024

Oct 21, 2024
BUY
$118.32 - $133.67 $3.16 Million - $3.56 Million
26,665 New
26,665 $3.56 Billion

Others Institutions Holding IYJ

# of Institutions
321
Shares Held
6.29M
Call Options Held
29.4K
Put Options Held
0
View Full List

About ISHARES TR

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