Kingsview Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 21,462 shares of IWY stock, worth $4.52 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

21,462

Previous 21,829 1.68%

Holding current value

$4.52 Million

Previous $4.8 Million 5.12%

% of portfolio

0.11%

Previous 0.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$216.72 - $244.71 $79,536 - $89,808	-367 Reduced 1.68%	21,462 $5.05 Million
Q3 2024 Nov 12, 2024	BUY	$194.66 - $225.97 $312,623 - $362,907	1,606 Added 7.94%	21,829 $4.8 Million
Q2 2024 Aug 14, 2024	SELL	$183.56 - $216.15 $25,514 - $30,044	-139 Reduced 0.68%	20,223 $4.34 Million
Q1 2024 May 09, 2024	SELL	$170.38 - $196.82 $28,794 - $33,262	-169 Reduced 0.82%	20,362 $3.97 Million
Q4 2023 Feb 08, 2024	SELL	$149.01 - $175.92 $35,315 - $41,693	-237 Reduced 1.14%	20,531 $3.6 Million
Q3 2023 Nov 07, 2023	BUY	$152.69 - $164.44 $79,246 - $85,344	519 Added 2.56%	20,768 $3.19 Million
Q2 2023 Aug 10, 2023	SELL	$136.24 - $158.56 $57,493 - $66,912	-422 Reduced 2.04%	20,249 $3.21 Million
Q1 2023 May 15, 2023	SELL	$117.74 - $138.93 $25,196 - $29,731	-214 Reduced 1.02%	20,671 $2.87 Million
Q4 2022 Feb 13, 2023	SELL	$117.55 - $131.34 $282,825 - $316,004	-2,406 Reduced 10.33%	20,885 $2.52 Million
Q3 2022 Nov 14, 2022	SELL	$119.49 - $146.95 $16,609 - $20,426	-139 Reduced 0.59%	23,291 $2.78 Million
Q2 2022 Aug 16, 2022	BUY	$120.18 - $161.96 $2.82 Million - $3.79 Million	23,430 New	23,430 $2.93 Million
Q1 2022 Feb 08, 2024	SELL	$141.01 - $175.1 $290,903 - $361,231	-2,063 Reduced 10.05%	18,468 $0

Others Institutions Holding IWY

# of Institutions

616

Shares Held

57.8M

Call Options Held

3.4K

Put Options Held

2.2K

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About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
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Kingsview Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History