Kingswood Wealth Advisors, LLC Ishares Tr Fallen Angels Usd B Transaction History

Kingswood Wealth Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$25.27 - $27.14 $8,263 - $8,874	-327 Reduced 3.91%	8,030 $218 Million
Q1 2025 Jul 25, 2025	BUY	$26.64 - $27.14 $8,711 - $8,874	327 Added 4.07%	8,357 $224 Million
Q1 2025 Apr 21, 2025	SELL	$26.64 - $27.14 $155,098 - $158,009	-5,822 Reduced 41.06%	8,357 $224 Million
Q4 2024 Jan 22, 2025	BUY	$26.55 - $27.32 $376,452 - $387,370	14,179 New	14,179 $379 Million

303

48.2M

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