Kingswood Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,453 shares of IWM stock, worth $2.13 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,453
Previous 5,402 74.99%
Holding current value
$2.13 Million
Previous $1.1 Billion 90.49%
% of portfolio
0.15%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$200.87 - $224.6 $813,724 - $909,854
4,051 Added 74.99%
9,453 $2.09 Billion
Q2 2024

Jul 09, 2024
BUY
$192.84 - $209.44 $45,510 - $49,427
236 Added 4.57%
5,402 $1.1 Billion
Q1 2024

Apr 15, 2024
BUY
$189.48 - $210.3 $35,811 - $39,746
189 Added 3.8%
5,166 $1.09 Billion
Q4 2023

Jan 16, 2024
BUY
$162.21 - $204.82 $172,915 - $218,338
1,066 Added 27.26%
4,977 $999 Million
Q3 2023

Oct 23, 2023
BUY
$174.36 - $198.71 $681,921 - $777,154
3,911 New
3,911 $691 Million

Others Institutions Holding IWM

# of Institutions
2,664
Shares Held
308M
Call Options Held
232M
Put Options Held
524M
View Full List

About ISHARES RUSSELL 2000 ETF

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