Kingswood Wealth Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History
Kingswood Wealth Advisors, LLC
- $2.07 Trillion
- Q4 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,813 shares of IWF stock, worth $6.98 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
14,813
Previous 10,564
40.22%
Holding current value
$6.98 Million
Previous $4.95 Billion
41.68%
% of portfolio
0.34%
Previous 0.3%
Shares
12 transactions
Others Institutions Holding IWF
# of Institutions
2,659Shares Held
203MCall Options Held
534KPut Options Held
288K-
Bank Of America Corp Charlotte, NC27.6MShares$13 Billion0.9% of portfolio
-
Morgan Stanley New York, NY27MShares$12.7 Billion0.8% of portfolio
-
Jpmorgan Chase & CO New York, NY7.43MShares$3.5 Billion0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY7.3MShares$3.44 Billion0.44% of portfolio
-
Ubs Group Ag5.89MShares$2.77 Billion0.45% of portfolio