Kingswood Wealth Advisors, LLC Ishares Expanded Tech Sector E Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,540 shares of IGM stock, worth $580,257. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,540

Previous 4,381 3.63%

Holding current value

$580,257

Previous $492 Million 16.18%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$110.96 - $127.67 $17,642 - $20,299	159 Added 3.63%	4,540 $572 Million
Q2 2025 Jul 23, 2025	SELL	$79.8 - $112.34 $6,304 - $8,874	-79 Reduced 1.77%	4,381 $492 Million
Q1 2025 Jul 25, 2025	BUY	$90.67 - $108.46 $7,162 - $8,568	79 Added 1.8%	4,460 $404 Million
Q1 2025 Apr 21, 2025	BUY	$90.67 - $108.46 $29,830 - $35,683	329 Added 7.96%	4,460 $404 Million
Q4 2024 Jan 22, 2025	SELL	$94.19 - $106.95 $1,130 - $1,283	-12 Reduced 0.29%	4,131 $422 Million

Q3 2024 Oct 21, 2024	BUY	$84.03 - $98.62 $26,301 - $30,868	313 Added 8.17%	4,143 $397 Million
Q2 2024 Jul 09, 2024	BUY	$80.02 - $95.38 $306,476 - $365,305	3,830 New	3,830 $361 Million

Others Institutions Holding IGM

# of Institutions

553

Shares Held

46.4M

Call Options Held

294K

Put Options Held

20.6K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

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Kingswood Wealth Advisors, LLC Ishares Expanded Tech Sector E Transaction History