Kfg Wealth Management, LLC Ishares Transaction History

Kfg Wealth Management, LLC

  • $385 Million
  • Q4 2024

A detailed history of Kfg Wealth Management, LLC transactions in Ishares stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 16,427 shares of ICLN stock, worth $190,224. This represents 0.05% of its overall portfolio holdings.

Number of Shares
16,427
Previous 16,661 1.4%
Holding current value
$190,224
Previous $244,000 23.77%
% of portfolio
0.05%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$11.35 - $14.51 $2,655 - $3,395
-234 Reduced 1.4%
16,427 $186,000
Q3 2024

Oct 15, 2024
BUY
$13.26 - $14.77 $10,276 - $11,446
775 Added 4.88%
16,661 $244,000
Q2 2024

Jul 19, 2024
BUY
$13.02 - $15.08 $32,224 - $37,323
2,475 Added 18.45%
15,886 $211,000
Q1 2024

Apr 19, 2024
BUY
$13.42 - $15.39 $179,975 - $206,395
13,411 New
13,411 $187,000

Others Institutions Holding ICLN

# of Institutions
514
Shares Held
40.1M
Call Options Held
4.08M
Put Options Held
2.94M
View Full List

About ISHARES

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

Track Kfg Wealth Management, LLC Portfolio

Follow Kfg Wealth Management, 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 Kfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfg Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email