Kingswood Wealth Advisors, LLC Ishares Biotechnology ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Biotechnology ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,501 shares of IBB stock, worth $349,264. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,501
Previous 1,872 33.6%
Holding current value
$349,264
Previous $272 Million 21.39%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 22, 2025
BUY
$131.21 - $148.85 $82,531 - $93,626
629 Added 33.6%
2,501 $331 Million
Q3 2024

Oct 21, 2024
BUY
$135.09 - $149.47 $26,747 - $29,595
198 Added 11.83%
1,872 $272 Million
Q2 2024

Jul 09, 2024
SELL
$124.64 - $139.96 $65,186 - $73,199
-523 Reduced 23.81%
1,674 $230 Million
Q1 2024

Apr 15, 2024
SELL
$132.3 - $140.89 $75,940 - $80,870
-574 Reduced 20.71%
2,197 $302 Million
Q4 2023

Jan 16, 2024
BUY
$112.41 - $137.03 $67,895 - $82,766
604 Added 27.87%
2,771 $376 Million
Q3 2023

Oct 23, 2023
BUY
$122.27 - $131.47 $264,959 - $284,895
2,167 New
2,167 $265 Million

Others Institutions Holding IBB

# of Institutions
993
Shares Held
33.8M
Call Options Held
4M
Put Options Held
6.48M
View Full List

About ISHARES BIOTECHNOLOGY ETF

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