Kingswood Wealth Advisors, LLC Ishares Tr Global 100 ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr Global 100 ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 181,219 shares of IOO stock, worth $17.4 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
181,219
Previous 89,040 103.53%
Holding current value
$17.4 Million
Previous $8.97 Billion 95.21%
% of portfolio
0.67%
Previous 0.67%

Shares

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

Apr 21, 2025
BUY
$96.2 - $105.12 $8.87 Million - $9.69 Million
92,179 Added 103.53%
181,219 $17.5 Billion
Q4 2024

Jan 22, 2025
BUY
$97.46 - $103.45 $4.06 Million - $4.31 Million
41,697 Added 88.07%
89,040 $8.97 Billion
Q3 2024

Oct 21, 2024
BUY
$89.63 - $100.83 $424,666 - $477,732
4,738 Added 11.12%
47,343 $4.68 Billion
Q2 2024

Jul 09, 2024
BUY
$85.21 - $97.45 $108,642 - $124,248
1,275 Added 3.08%
42,605 $4.11 Billion
Q1 2024

Apr 15, 2024
BUY
$79.13 - $89.46 $66,469 - $75,146
840 Added 2.07%
41,330 $3.7 Billion
Q4 2023

Jan 16, 2024
BUY
$70.98 - $80.68 $2.38 Million - $2.7 Million
33,500 Added 479.26%
40,490 $3.26 Billion
Q3 2023

Oct 23, 2023
SELL
$72.92 - $78.05 $2.42 Million - $2.59 Million
-33,235 Reduced 82.62%
6,990 $518 Million
Q2 2023

Aug 09, 2023
BUY
$70.32 - $76.19 $2.83 Million - $3.06 Million
40,225 New
40,225 $3.06 Billion

Others Institutions Holding IOO

# of Institutions
347
Shares Held
47.9M
Call Options Held
2K
Put Options Held
0
View Full List

About ISHARES TR GLOBAL 100 ETF

IOO Quotes by TradingView
  • Ticker IOO
  • Sector ETFs
  • Industry ETFs
More about IOO
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email