Kingswood Wealth Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 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 10,564 shares of IWF stock, worth $4.97 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
10,564
Previous 5,770
83.08%
Holding current value
$4.97 Million
Previous $2.45 Billion
101.99%
% of portfolio
0.3%
Previous 0.19%
Shares
11 transactions
Others Institutions Holding IWF
# of Institutions
2,629Shares Held
205MCall 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