Kingsview Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 1,574 shares of IWV stock, worth $523,984. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,574

Previous 11,195 85.94%

Holding current value

$523,984

Previous $3.66 Million 85.62%

% of portfolio

0.01%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$323.08 - $349.08 $3.11 Million - $3.36 Million	-9,621 Reduced 85.94%	1,574 $526,000
Q3 2024 Nov 12, 2024	BUY	$294.75 - $326.73 $2.89 Million - $3.2 Million	9,807 Added 706.56%	11,195 $3.66 Million
Q2 2024 Aug 14, 2024	BUY	$283.16 - $309.9 $16,989 - $18,594	60 Added 4.52%	1,388 $428,000
Q1 2024 May 09, 2024	BUY	$268.36 - $300.08 $115,931 - $129,634	432 Added 48.21%	1,328 $398,000
Q4 2023 Feb 08, 2024	SELL	$234.36 - $274.87 $9,843 - $11,544	-42 Reduced 4.48%	896 $245,000
Q3 2023 Nov 07, 2023	BUY	$243.9 - $263.56 $228,778 - $247,219	938 New	938 $229,000
Q1 2022 Feb 08, 2024	BUY	$242.02 - $279.09 $847,312 - $977,094	3,501 Added 390.74%	4,397 $0

Others Institutions Holding IWV

# of Institutions

926

Shares Held

31.7M

Call Options Held

17.4K

Put Options Held

6.4K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

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Kingsview Wealth Management, LLC Ishares Russell 3000 ETF Transaction History