Kingswood Wealth Advisors, LLC Ishares Tr Transaction History

Kingswood Wealth Advisors, LLC

$2.07 Trillion
Q4 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 25,364 shares of IDV stock, worth $969,412. This represents 0.05% of its overall portfolio holdings.

Number of Shares

25,364

Previous 19,781 28.22%

Holding current value

$969,412

Previous $723 Million 38.4%

% of portfolio

0.05%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$35.91 - $38.56 $200,485 - $215,280	5,583 Added 28.22%	25,364 $1 Billion
Q3 2025 Oct 23, 2025	SELL	$34.54 - $37.28 $21,518 - $23,225	-623 Reduced 3.05%	19,781 $723 Million
Q2 2025 Jul 23, 2025	SELL	$27.79 - $34.84 $26,205 - $32,854	-943 Reduced 4.42%	20,404 $704 Million
Q1 2025 Jul 25, 2025	BUY	$27.0 - $31.7 $25,461 - $29,893	943 Added 4.62%	21,347 $662 Million
Q1 2025 Apr 21, 2025	SELL	$27.0 - $31.7 $31,212 - $36,645	-1,156 Reduced 5.14%	21,347 $662 Million

Q4 2024 Jan 22, 2025	BUY	$27.03 - $29.92 $13,974 - $15,468	517 Added 2.35%	22,503 $616 Million
Q3 2024 Oct 21, 2024	BUY	$27.62 - $30.64 $75,043 - $83,248	2,717 Added 14.1%	21,986 $665 Million
Q2 2024 Jul 09, 2024	BUY	$26.94 - $30.1 $519,106 - $579,996	19,269 New	19,269 $533 Million
Q4 2023 Jan 16, 2024	SELL	$24.46 - $28.13 $323,287 - $371,794	-13,217 Reduced 63.86%	7,481 $209 Million
Q3 2023 Oct 23, 2023	BUY	$25.3 - $27.59 $523,659 - $571,057	20,698 New	20,698 $526 Million

Others Institutions Holding IDV

# of Institutions

595

Shares Held

91.8M

Call Options Held

13.5K

Put Options Held

39.4K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC Ishares Tr Transaction History