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 5,632 shares of MBB stock, worth $519,214. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,632
Previous 4,716 19.42%
Holding current value
$519,214
Previous $452 Million 14.29%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Jan 22, 2025
BUY
$91.26 - $95.82 $83,594 - $87,771
916 Added 19.42%
5,632 $516 Million
Q3 2024

Oct 21, 2024
BUY
$90.85 - $96.66 $67,592 - $71,915
744 Added 18.73%
4,716 $452 Million
Q2 2024

Jul 09, 2024
BUY
$89.41 - $92.64 $49,890 - $51,693
558 Added 16.34%
3,972 $365 Million
Q1 2024

Apr 15, 2024
SELL
$91.2 - $93.98 $18,604 - $19,171
-204 Reduced 5.64%
3,414 $316 Million
Q4 2023

Jan 16, 2024
BUY
$85.82 - $94.55 $48,917 - $53,893
570 Added 18.7%
3,618 $340 Million
Q3 2023

Oct 23, 2023
BUY
$88.51 - $93.81 $269,778 - $285,932
3,048 New
3,048 $271 Million

Others Institutions Holding MBB

# of Institutions
964
Shares Held
330M
Call Options Held
152K
Put Options Held
48.5K
View Full List

About ISHARES TR

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