Kingswood Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 26,578 shares of IJR stock, worth $3.11 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

26,578

Previous 18,578 43.06%

Holding current value

$3.11 Million

Previous $2.17 Billion 41.03%

% of portfolio

0.23%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$113.92 - $127.38 $911,360 - $1.02 Million	8,000 Added 43.06%	26,578 $3.06 Billion
Q3 2024 Oct 21, 2024	BUY	$105.53 - $118.34 $485,438 - $544,364	4,600 Added 32.91%	18,578 $2.17 Billion
Q2 2024 Jul 09, 2024	BUY	$102.13 - $110.88 $637,495 - $692,112	6,242 Added 80.69%	13,978 $1.49 Billion
Q1 2024 Apr 15, 2024	SELL	$102.35 - $110.52 $1,637 - $1,768	-16 Reduced 0.21%	7,736 $855 Million
Q4 2023 Jan 16, 2024	BUY	$87.61 - $110.11 $302,254 - $379,879	3,450 Added 80.2%	7,752 $839 Million
Q3 2023 Oct 23, 2023	BUY	$92.9 - $105.16 $97,359 - $110,207	1,048 Added 32.21%	4,302 $406 Million
Q2 2023 Aug 09, 2023	BUY	$91.14 - $99.81 $296,569 - $324,781	3,254 New	3,254 $324 Million

Others Institutions Holding IJR

# of Institutions

2,686

Shares Held

522M

Call Options Held

998K

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Kingswood Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History