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 4,870 shares of IAK stock, worth $650,778. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,870

Previous 4,988 2.37%

Holding current value

$650,778

Previous $671 Million 2.66%

% of portfolio

0.04%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$126.37 - $134.46 $14,911 - $15,866	-118 Reduced 2.37%	4,870 $653 Million
Q2 2025 Jul 23, 2025	BUY	$122.44 - $138.47 $18,366 - $20,770	150 Added 3.1%	4,988 $671 Million
Q1 2025 Jul 25, 2025	SELL	$121.85 - $137.9 $18,277 - $20,685	-150 Reduced 3.01%	4,838 $667 Million
Q1 2025 Apr 21, 2025	BUY	$121.85 - $137.9 $16,693 - $18,892	137 Added 2.91%	4,838 $667 Million
Q4 2024 Jan 22, 2025	BUY	$123.78 - $138.16 $23,023 - $25,697	186 Added 4.12%	4,701 $595 Million

Q3 2024 Oct 21, 2024	BUY	$112.0 - $130.47 $16,352 - $19,048	146 Added 3.34%	4,515 $583 Million
Q2 2024 Jul 09, 2024	BUY	$109.54 - $117.86 $99,900 - $107,488	912 Added 26.38%	4,369 $493 Million
Q1 2024 Apr 15, 2024	SELL	$101.06 - $117.39 $9,802 - $11,386	-97 Reduced 2.73%	3,457 $406 Million
Q4 2023 Jan 16, 2024	BUY	$89.71 - $100.92 $318,829 - $358,669	3,554 New	3,554 $356 Million

About ISHARES TR

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Kingswood Wealth Advisors, LLC Ishares Tr Transaction History