Kingswood Wealth Advisors, LLC Ishares Tr Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 58,710 shares of DVY stock, worth $8.26 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

58,710

Previous 56,816 3.33%

Holding current value

$8.26 Million

Previous $7.55 Billion 10.56%

% of portfolio

0.5%

Previous 0.6%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$133.88 - $142.57 $253,568 - $270,027	1,894 Added 3.33%	58,710 $8.34 Billion
Q2 2025 Jul 23, 2025	SELL	$118.37 - $134.86 $8.07 Million - $9.19 Million	-68,164 Reduced 54.54%	56,816 $7.55 Billion
Q1 2025 Jul 25, 2025	SELL	$128.58 - $138.1 $3.5 Million - $3.76 Million	-27,218 Reduced 47.91%	29,598 $3.97 Billion
Q1 2025 Apr 21, 2025	BUY	$128.58 - $138.1 $10.5 Million - $11.3 Million	81,683 Added 188.66%	124,980 $16.8 Billion
Q4 2024 Jan 22, 2025	BUY	$129.55 - $143.41 $2.96 Million - $3.27 Million	22,826 Added 111.5%	43,297 $5.68 Billion

Q3 2024 Oct 21, 2024	SELL	$119.99 - $135.74 $178,305 - $201,709	-1,486 Reduced 6.77%	20,471 $2.76 Billion
Q2 2024 Jul 09, 2024	BUY	$115.73 - $125.75 $1.23 Million - $1.34 Million	10,662 Added 94.4%	21,957 $2.66 Billion
Q1 2024 Apr 15, 2024	BUY	$113.31 - $123.18 $16,769 - $18,230	148 Added 1.33%	11,295 $1.39 Billion
Q4 2023 Jan 16, 2024	BUY	$102.97 - $119.06 $1.15 Million - $1.33 Million	11,147 New	11,147 $1.31 Billion
Q2 2023 Aug 09, 2023	BUY	$108.5 - $119.27 $701,886 - $771,557	6,469 New	6,469 $733 Million

Others Institutions Holding DVY

# of Institutions

1,487

Shares Held

69.1M

Call Options Held

1.01M

Put Options Held

70.3K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC Ishares Tr Transaction History