Kingswood Wealth Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,933 shares of IJT stock, worth $265,787. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,933
Previous 1,895 2.01%
Holding current value
$265,787
Previous $252 Million 8.47%
% 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
$131.47 - $143.64 $4,995 - $5,458
38 Added 2.01%
1,933 $273 Million
Q2 2025

Jul 23, 2025
SELL
$108.87 - $133.04 $2,721 - $3,326
-25 Reduced 1.3%
1,895 $252 Million
Q1 2025

Jul 25, 2025
BUY
$121.0 - $142.28 $3,025 - $3,557
25 Added 1.32%
1,920 $239 Million
Q1 2025

Apr 21, 2025
BUY
$121.0 - $142.28 $53,119 - $62,460
439 Added 29.64%
1,920 $239 Million
Q4 2024

Jan 22, 2025
BUY
$134.53 - $150.65 $199,238 - $223,112
1,481 New
1,481 $201 Million

Others Institutions Holding IJT

# of Institutions
822
Shares Held
27.3M
Call Options Held
8.2K
Put Options Held
4K
View Full List

About ISHARES S&P SMALL CAP 600 GROW

IJT Quotes by TradingView
  • Ticker IJT
  • Sector ETFs
  • Industry ETFs
More about IJT
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email