Kingswood Wealth Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 20,294 shares of IGSB stock, worth $1.05 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
20,294
Previous 6,323 220.96%
Holding current value
$1.05 Million
Previous $333 Million 215.1%
% of portfolio
0.08%
Previous 0.02%

Shares

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

Jan 22, 2025
BUY
$51.54 - $52.55 $720,065 - $734,176
13,971 Added 220.96%
20,294 $1.05 Billion
Q3 2024

Oct 21, 2024
SELL
$51.02 - $52.74 $109,897 - $113,601
-2,154 Reduced 25.41%
6,323 $333 Million
Q2 2024

Jul 09, 2024
SELL
$50.64 - $51.3 $44,968 - $45,554
-888 Reduced 9.48%
8,477 $434 Million
Q1 2024

Apr 15, 2024
BUY
$50.95 - $51.48 $9,578 - $9,678
188 Added 2.05%
9,365 $480 Million
Q4 2023

Jan 16, 2024
BUY
$49.4 - $51.28 $129,032 - $133,943
2,612 Added 39.79%
9,177 $471 Million
Q3 2023

Oct 23, 2023
BUY
$49.74 - $50.37 $326,543 - $330,679
6,565 New
6,565 $327 Million

Others Institutions Holding IGSB

# of Institutions
1,015
Shares Held
326M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

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