Kingswood Wealth Advisors, LLC Ishares Tr Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,701 shares of IAK stock, worth $608,497. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,701

Previous 4,515 4.12%

Holding current value

$608,497

Previous $583 Million 2.06%

% of portfolio

0.04%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Others Institutions Holding IAK

# of Institutions

171

Shares Held

3.93M

Call Options Held

4.4K

Put Options Held

1.7K

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About ISHARES TR

Ticker IAK
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC Ishares Tr Transaction History