Kingswood Wealth Advisors, LLC Ishares Tr Us Broker Dealers & Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,554 shares of IAI stock, worth $269,199. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,554
Previous 1,410 10.21%
Holding current value
$269,199
Previous $238 Million 15.26%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$168.93 - $178.7 $24,325 - $25,732
144 Added 10.21%
1,554 $275 Million
Q2 2025

Jul 23, 2025
SELL
$122.04 - $169.14 $90,187 - $124,994
-739 Reduced 34.39%
1,410 $238 Million
Q1 2025

Jul 25, 2025
BUY
$134.68 - $159.3 $99,528 - $117,722
739 Added 52.41%
2,149 $301 Million
Q1 2025

Apr 21, 2025
SELL
$134.68 - $159.3 $102,626 - $121,386
-762 Reduced 26.18%
2,149 $301 Million
Q4 2024

Jan 22, 2025
BUY
$127.59 - $153.41 $371,414 - $446,576
2,911 New
2,911 $419 Million

Others Institutions Holding IAI

# of Institutions
201
Shares Held
6.47M
Call Options Held
8.9K
Put Options Held
34.5K
View Full List

About ISHARES TR US BROKER-DEALERS &

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