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 37,064 shares of IYR stock, worth $3.54 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

37,064

Holding current value

$3.54 Million

% of portfolio

0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$90.74 - $102.87 $3.36 Million - $3.81 Million	37,064 New	37,064 $3.45 Million
Q2 2022 Aug 16, 2022	BUY	$86.95 - $112.38 $3,825 - $4,944	44 Added 1.88%	2,383 $219,000
Q1 2022 Feb 08, 2024	BUY	$99.21 - $115.26 $355,370 - $412,861	3,582 New	3,582 $0
Q4 2021 Feb 17, 2022	BUY	$103.03 - $116.14 $15,969 - $18,001	155 Added 7.1%	2,339 $272,000
Q3 2021 Dec 03, 2021	BUY	$102.34 - $111.27 $3,888 - $4,228	38 Added 1.77%	2,184 $224,000
Q2 2021 Aug 17, 2021	SELL	$93.58 - $104.97 $374 - $419	-4 Reduced 0.19%	2,146 $220,000
Q1 2021 May 24, 2021	BUY	$82.27 - $92.74 $176,880 - $199,391	2,150 New	2,150 $201,000
Q4 2020 Feb 16, 2021	SELL	$76.87 - $86.71 $259,436 - $292,646	-3,375 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$76.71 - $84.15 $14,958 - $16,409	195 Added 6.13%	3,375 $269,000
Q2 2020 Aug 14, 2020	BUY	$64.24 - $86.82 $204,283 - $276,087	3,180 New	3,180 $251,000

Others Institutions Holding IYR

# of Institutions

604

Shares Held

58.2M

Call Options Held

11.8M

Put Options Held

13.3M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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