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 $11.7 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

228,913

Previous 116,973 95.7%

Holding current value

$11.7 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

222

Shares Held

5.66M

Call Options Held

10.6K

Put Options Held

2.5K

View Full List

About ISHARES TR

Ticker IHF
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Kingsview Wealth Management, LLC Ishares Tr Transaction History