Kingsview Wealth Management, LLC Ishares Us ETF Tr Bloomberg Ro Transaction History

Kingsview Wealth Management, LLC

  • $3.97 Billion
  • Q2 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Us ETF Tr Bloomberg Ro stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 19,469 shares of CMDY stock, worth $967,609. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,469
Previous 16,479 18.14%
Holding current value
$967,609
Previous $790,000 21.65%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$48.2 - $51.91 $144,118 - $155,210
2,990 Added 18.14%
19,469 $961,000
Q1 2024

May 09, 2024
SELL
$45.48 - $47.98 $15,554 - $16,409
-342 Reduced 2.03%
16,479 $790,000
Q4 2023

Feb 08, 2024
BUY
$47.04 - $52.37 $4,186 - $4,660
89 Added 0.53%
16,821 $791,000
Q3 2023

Nov 07, 2023
BUY
$49.66 - $52.91 $27,064 - $28,835
545 Added 3.37%
16,732 $861,000
Q2 2023

Aug 10, 2023
BUY
$48.08 - $52.9 $47,791 - $52,582
994 Added 6.54%
16,187 $801,000
Q1 2023

May 15, 2023
SELL
$50.03 - $54.48 $4,052 - $4,412
-81 Reduced 0.53%
15,193 $782,000
Q4 2022

Feb 13, 2023
BUY
$53.73 - $58.49 $74,362 - $80,950
1,384 Added 9.96%
15,274 $832,000
Q3 2022

Nov 14, 2022
BUY
$54.52 - $60.66 $66,677 - $74,187
1,223 Added 9.66%
13,890 $764,000
Q2 2022

Aug 16, 2022
BUY
$58.24 - $67.63 $65,636 - $76,219
1,127 Added 9.77%
12,667 $738,000
Q1 2022

Feb 08, 2024
SELL
$49.81 - $65.25 $236,796 - $310,198
-4,754 Reduced 28.26%
12,067 $0
Q4 2021

Feb 17, 2022
SELL
$48.03 - $61.24 $768 - $979
-16 Reduced 0.14%
11,540 $571,000
Q3 2021

Dec 03, 2021
BUY
$53.47 - $58.68 $26,414 - $28,987
494 Added 4.47%
11,556 $675,000
Q2 2021

Aug 17, 2021
BUY
$48.27 - $55.61 $51,986 - $59,891
1,077 Added 10.79%
11,062 $608,000
Q1 2021

May 24, 2021
BUY
$45.94 - $50.62 $58,160 - $64,084
1,266 Added 14.52%
9,985 $487,000
Q4 2020

Feb 16, 2021
BUY
$41.23 - $45.56 $359,484 - $397,237
8,719 New
8,719 $397,000

Others Institutions Holding CMDY

# of Institutions
56
Shares Held
2.88M
Call Options Held
14.1K
Put Options Held
0
View Full List

About ISHARES US ETF TR BLOOMBERG RO

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