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 7,494 shares of IFRA stock, worth $354,241. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,494
Previous 7,140 4.96%
Holding current value
$354,241
Previous $335 Million 3.46%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jan 22, 2025
BUY
$45.94 - $51.71 $16,262 - $18,305
354 Added 4.96%
7,494 $347 Million
Q3 2024

Oct 21, 2024
BUY
$41.55 - $46.97 $2,493 - $2,818
60 Added 0.85%
7,140 $335 Million
Q2 2024

Jul 09, 2024
SELL
$41.22 - $44.87 $29,142 - $31,723
-707 Reduced 9.08%
7,080 $298 Million
Q1 2024

Apr 15, 2024
SELL
$38.14 - $43.36 $4,767 - $5,420
-125 Reduced 1.58%
7,787 $338 Million
Q4 2023

Jan 16, 2024
BUY
$34.58 - $40.63 $273,596 - $321,464
7,912 New
7,912 $319 Million

Others Institutions Holding IFRA

# of Institutions
459
Shares Held
44.4M
Call Options Held
25.2K
Put Options Held
200
View Full List

About ISHARES TR

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