Kingswood Wealth Advisors, LLC Ishares S&P Smallcap 600 Value Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,017 shares of IJS stock, worth $332,413. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,017
Previous 2,910 3.68%
Holding current value
$332,413
Previous $290 Million 15.23%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 23, 2025
BUY
$98.99 - $112.2 $10,591 - $12,005
107 Added 3.68%
3,017 $334 Million
Q2 2025

Jul 23, 2025
SELL
$83.54 - $100.04 $6,683 - $8,003
-80 Reduced 2.68%
2,910 $290 Million
Q1 2025

Jul 25, 2025
BUY
$96.3 - $112.23 $7,704 - $8,978
80 Added 2.75%
2,990 $291 Million
Q1 2025

Apr 21, 2025
BUY
$96.3 - $112.23 $38,327 - $44,667
398 Added 15.35%
2,990 $291 Million
Q4 2024

Jan 22, 2025
BUY
$104.59 - $118.05 $271,097 - $305,985
2,592 New
2,592 $282 Million

About ISHARES S&P SMALLCAP 600 VALUE

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