Kingsview Wealth Management, LLC Ishares Tr Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 228,913 shares of IHF stock, worth $11.5 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

228,913

Previous 116,973 95.7%

Holding current value

$11.5 Million

Previous $6.68 Million 64.45%

% of portfolio

0.23%

Previous 0.15%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$47.41 - $56.83 $5.31 Million - $6.36 Million	111,940 Added 95.7%	228,913 $11 Million
Q3 2024 Nov 12, 2024	BUY	$51.37 - $58.67 $83,733 - $95,632	1,630 Added 1.41%	116,973 $6.68 Million
Q2 2024 Aug 14, 2024	SELL	$50.52 - $54.21 $136,353 - $146,312	-2,699 Reduced 2.29%	115,343 $6.05 Million
Q1 2024 May 09, 2024	BUY	$53.16 - $270.62 $6.05 Million - $30.8 Million	113,805 Added 2685.98%	118,042 $6.44 Million
Q4 2023 Feb 08, 2024	BUY	$243.41 - $265.01 $296,473 - $322,782	1,218 Added 40.34%	4,237 $1.11 Million
Q3 2023 Nov 07, 2023	BUY	$246.1 - $264.99 $115,667 - $124,545	470 Added 18.44%	3,019 $742,000
Q2 2023 Aug 10, 2023	BUY	$242.16 - $263.77 $617,265 - $672,349	2,549 New	2,549 $652,000
Q4 2022 Feb 13, 2023	SELL	$50.76 - $279.24 $12,283 - $67,576	-242 Reduced 20.35%	947 $253,000
Q3 2022 Nov 14, 2022	SELL	$51.09 - $286.75 $145,810 - $818,384	-2,854 Reduced 70.59%	1,189 $304,000
Q2 2022 Aug 16, 2022	BUY	$239.35 - $295.88 $967,692 - $1.2 Million	4,043 New	4,043 $1.03 Million
Q1 2019 Jan 29, 2020	SELL	$159.24 - $185.5 $3.92 Million - $4.57 Million	-24,624 Closed	0 $0
Q4 2018 Jan 29, 2020	BUY	$162.04 - $201.83 $105,163 - $130,987	649 Added 2.71%	24,624 $4.07 Million
Q3 2018 Jan 29, 2020	SELL	$176.69 - $199.85 $42,405 - $47,964	-240 Reduced 0.99%	23,975 $4.79 Million
Q2 2018 Jan 29, 2020	BUY	$155.72 - $182.65 $3.77 Million - $4.42 Million	24,215 New	24,215 $4.25 Million
Q2 2017 Jan 29, 2020	SELL	N/A	-17,358 Closed	0 $0
Q1 2017 Jan 29, 2020	BUY	N/A	17,358	17,358 $2.33 Million

Others Institutions Holding IHF

# of Institutions

218

Shares Held

5.62M

Call Options Held

10.6K

Put Options Held

2.5K

View Full List

About ISHARES TR

Ticker IHF
Sector ETFs
Industry ETFs

More about IHF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Account

Kingsview Wealth Management, LLC Ishares Tr Transaction History