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

Kingsview Wealth Management, LLC

  • $5.76 Billion
  • Q3 2025

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 26,512 shares of CMDY stock, worth $1.44 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
26,512
Previous 22,728 16.65%
Holding current value
$1.44 Million
Previous $1.15 Million 21.64%
% of portfolio
0.02%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$49.75 - $52.68 $188,254 - $199,341
3,784 Added 16.65%
26,512 $1.39 Million
Q2 2025

Aug 08, 2025
SELL
$47.13 - $52.52 $139,834 - $155,826
-2,967 Reduced 11.55%
22,728 $1.15 Million
Q1 2025

May 02, 2025
BUY
$47.45 - $51.96 $154,022 - $168,662
3,246 Added 14.46%
25,695 $1.33 Million
Q4 2024

Jan 28, 2025
BUY
$46.31 - $51.02 $156,157 - $172,039
3,372 Added 17.68%
22,449 $1.07 Million
Q3 2024

Nov 12, 2024
SELL
$46.68 - $50.38 $18,298 - $19,748
-392 Reduced 2.01%
19,077 $951,000
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
69
Shares Held
3.04M
Call Options Held
0
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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