A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 4,183 shares of SDG stock, worth $291,847. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,183
Previous 4,221 0.9%
Holding current value
$291,847
Previous $316,000 12.03%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$74.95 - $85.33 $2,848 - $3,242
-38 Reduced 0.9%
4,183 $354,000
Q2 2024

Aug 14, 2024

BUY
$74.48 - $81.76 $109,411 - $120,105
1,469 Added 53.38%
4,221 $316,000
Q1 2024

May 09, 2024

BUY
$75.05 - $80.02 $6,004 - $6,401
80 Added 2.99%
2,752 $216,000
Q4 2023

Feb 08, 2024

SELL
$70.72 - $81.11 $9,971 - $11,436
-141 Reduced 5.01%
2,672 $216,000
Q3 2023

Nov 07, 2023

BUY
$73.96 - $82.95 $2,884 - $3,235
39 Added 1.41%
2,813 $209,000
Q2 2023

Aug 10, 2023

SELL
$76.79 - $81.48 $14,666 - $15,562
-191 Reduced 6.44%
2,774 $219,000
Q1 2023

May 15, 2023

SELL
$75.46 - $83.68 $6,112 - $6,778
-81 Reduced 2.66%
2,965 $234,000
Q4 2022

Feb 13, 2023

SELL
$69.82 - $81.82 $64,234 - $75,274
-920 Reduced 23.2%
3,046 $240,000
Q3 2022

Nov 14, 2022

SELL
$70.77 - $83.78 $5,661 - $6,702
-80 Reduced 1.98%
3,966 $281,000
Q2 2022

Aug 16, 2022

SELL
$77.15 - $86.93 $12,266 - $13,821
-159 Reduced 3.78%
4,046 $323,000
Q1 2022

Feb 08, 2024

BUY
$82.15 - $90.96 $142,612 - $157,906
1,736 Added 64.97%
4,408 $376,000
Q4 2021

Feb 17, 2022

BUY
$87.78 - $97.25 $32,654 - $36,177
372 Added 9.71%
4,205 $382,000
Q3 2021

Dec 03, 2021

BUY
$95.5 - $100.65 $15,184 - $16,003
159 Added 4.33%
3,833 $368,000
Q2 2021

Aug 17, 2021

BUY
$94.42 - $99.78 $20,677 - $21,851
219 Added 6.34%
3,674 $367,000
Q1 2021

May 24, 2021

BUY
$92.2 - $100.06 $12,723 - $13,808
138 Added 4.16%
3,455 $329,000
Q4 2020

Feb 16, 2021

BUY
$77.55 - $93.5 $20,860 - $25,151
269 Added 8.83%
3,317 $310,000
Q3 2020

Nov 19, 2020

BUY
$68.79 - $82.4 $209,671 - $251,155
3,048 New
3,048 $245,000

Others Institutions Holding SDG

About ISHARES TRUST ISHARES MSCI GLO


  • Ticker SDG
  • Sector ETFs
  • Industry ETFs
More about SDG
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