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

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

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 21,502 shares of IGSB stock, worth $1.14 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
21,502
Previous 21,785 1.3%
Holding current value
$1.14 Million
Previous $1.15 Billion 0.79%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Oct 23, 2025
SELL
$52.39 - $53.11 $14,826 - $15,030
-283 Reduced 1.3%
21,502 $1.14 Billion
Q2 2025

Jul 23, 2025
SELL
$51.68 - $52.76 $656,077 - $669,788
-12,695 Reduced 36.82%
21,785 $1.15 Billion
Q1 2025

Jul 25, 2025
SELL
$51.52 - $52.37 $69,603 - $70,751
-1,351 Reduced 6.2%
20,434 $1.07 Billion
Q1 2025

Apr 21, 2025
BUY
$51.52 - $52.37 $730,862 - $742,920
14,186 Added 69.9%
34,480 $1.8 Billion
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
1,092
Shares Held
314M
Call Options Held
10.2K
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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