Kingsview Wealth Management, LLC Ishares Barclays Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 235,711 shares of IEF stock, worth $21.8 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

235,711

Previous 161,835 45.65%

Holding current value

$21.8 Million

Previous $15.2 Million 52.6%

% of portfolio

0.52%

Previous 0.38%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$92.67 - $99.14 $6.85 Million - $7.32 Million	73,876 Added 45.65%	235,711 $23.1 Million
Q2 2024 Aug 14, 2024	BUY	$91.24 - $94.6 $1.79 Million - $1.86 Million	19,616 Added 13.79%	161,835 $15.2 Million
Q1 2024 May 09, 2024	SELL	$93.54 - $96.82 $495,668 - $513,049	-5,299 Reduced 3.59%	142,219 $13.5 Million
Q4 2023 Feb 08, 2024	BUY	$88.95 - $97.0 $1.73 Million - $1.89 Million	19,452 Added 15.19%	147,518 $14.2 Million
Q3 2023 Nov 07, 2023	SELL	$91.32 - $97.13 $2.63 Million - $2.8 Million	-28,779 Reduced 18.35%	128,066 $11.7 Million
Q2 2023 Aug 10, 2023	BUY	$96.39 - $100.48 $508,360 - $529,931	5,274 Added 3.48%	156,845 $15.2 Million
Q1 2023 May 15, 2023	BUY	$94.41 - $100.02 $5.53 Million - $5.86 Million	58,540 Added 62.93%	151,571 $15 Million
Q4 2022 Feb 13, 2023	SELL	$92.93 - $99.14 $2.63 Million - $2.81 Million	-28,350 Reduced 23.36%	93,031 $8.91 Million
Q3 2022 Nov 14, 2022	SELL	$94.56 - $105.6 $1.2 Million - $1.34 Million	-12,722 Reduced 9.49%	121,381 $11.7 Million
Q2 2022 Aug 16, 2022	BUY	$98.15 - $106.65 $3.62 Million - $3.93 Million	36,878 Added 37.93%	134,103 $13.7 Million
Q1 2022 Feb 08, 2024	SELL	$106.08 - $113.93 $4.61 Million - $4.95 Million	-43,415 Reduced 29.43%	104,103 $11.2 Million
Q4 2021 Feb 17, 2022	BUY	$113.55 - $116.36 $4.83 Million - $4.95 Million	42,508 Added 77.69%	97,225 $11.2 Million
Q3 2021 Dec 03, 2021	BUY	$114.96 - $118.18 $1.18 Million - $1.21 Million	10,261 Added 23.08%	54,717 $6.3 Million
Q2 2021 Aug 17, 2021	BUY	$113.04 - $115.78 $1.26 Million - $1.29 Million	11,130 Added 33.4%	44,456 $5.13 Million
Q1 2021 May 24, 2021	BUY	$112.93 - $119.98 $1.15 Million - $1.22 Million	10,164 Added 43.88%	33,326 $3.78 Million
Q4 2020 Feb 16, 2021	BUY	$119.27 - $121.81 $1.06 Million - $1.08 Million	8,847 Added 61.8%	23,162 $2.78 Million
Q3 2020 Nov 19, 2020	BUY	$121.18 - $123.06 $35,263 - $35,810	291 Added 2.08%	14,315 $1.74 Million
Q4 2019 Jan 30, 2020	SELL	$110.18 - $113.81 $516,083 - $533,086	-4,684 Reduced 25.04%	14,024 $1.48 Million
Q3 2019 Jan 29, 2020	SELL	$108.93 - $114.25 $3.52 Million - $3.69 Million	-32,277 Reduced 63.31%	18,708 $2.1 Million
Q2 2019 Jan 29, 2020	SELL	$105.05 - $110.09 $463,900 - $486,157	-4,416 Reduced 7.97%	50,985 $5.61 Million
Q1 2019 Jan 29, 2020	BUY	$103.43 - $106.84 $1.22 Million - $1.26 Million	11,808 Added 27.09%	55,401 $5.91 Million
Q4 2018 Jan 29, 2020	BUY	$99.72 - $104.2 $2.5 Million - $2.61 Million	25,094 Added 135.65%	43,593 $4.54 Million
Q3 2018 Jan 29, 2020	BUY	$100.79 - $102.89 $23,484 - $23,973	233 Added 1.28%	18,499 $1.87 Million
Q2 2018 Jan 29, 2020	BUY	$100.36 - $103.12 $71,155 - $73,112	709 Added 4.04%	18,266 $1.87 Million
Q1 2018 Jan 29, 2020	BUY	$101.6 - $105.33 $358,952 - $372,130	3,533 Added 25.19%	17,557 $1.81 Million
Q4 2017 Jan 29, 2020	BUY	$105.0 - $106.86 $54,915 - $55,887	523 Added 3.87%	14,024 $1.48 Million
Q3 2017 Jan 29, 2020	BUY	$106.52 - $107.22 $201,429 - $202,753	1,891 Added 16.29%	13,501 $1.44 Million
Q2 2017 Jan 29, 2020	BUY	N/A	7,120 Added 158.57%	11,610 $1.24 Million
Q1 2017 Jan 29, 2020	BUY	N/A	4,490	4,490 $474,000

Others Institutions Holding IEF

# of Institutions

1,059

Shares Held

281M

Call Options Held

13.2M

Put Options Held

13.9M

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About ISHARES BARCLAYS

Ticker IEF
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Kingsview Wealth Management, LLC Ishares Barclays Transaction History