Kingswood Wealth Advisors, LLC Ishares Tr Transaction History

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 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 7,707 shares of ICF stock, worth $465,656. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,707

Holding current value

$465,656

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 21, 2024	BUY	$56.77 - $67.33 $437,526 - $518,912	7,707 New	7,707 $508 Million

Others Institutions Holding ICF

# of Institutions

378

Shares Held

22M

Call Options Held

31.4K

Put Options Held

3.9K

Northwestern Mutual Wealth Management CO

1.95M
Shares

$118 Million
0.11% of portfolio
Jpmorgan Chase & CO New York, NY

1.57M
Shares

$94.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.53M
Shares

$92.5 Million
0.01% of portfolio
Black Rock Inc. New York, NY

1.53M
Shares

$92.3 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

805K
Shares

$48.6 Million
0.0% of portfolio

View Full List

About ISHARES TR

Ticker ICF
Sector ETFs
Industry ETFs

More about ICF

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Kingswood Wealth Advisors, LLC Ishares Tr Transaction History