Kingswood Wealth Advisors, LLC Ishares Expanded Tech Software Transaction History

Kingswood Wealth Advisors, LLC

$2.07 Trillion
Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,233 shares of IGV stock, worth $239,913. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,233

Previous 5,656 60.52%

Holding current value

$239,913

Previous $650 Million 63.72%

% of portfolio

0.01%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	SELL	$106.84 - $117.08 $365,713 - $400,764	-3,423 Reduced 60.52%	2,233 $236 Million
Q3 2025 Oct 23, 2025	BUY	$105.96 - $117.79 $17,377 - $19,317	164 Added 2.99%	5,656 $650 Million
Q2 2025 Jul 23, 2025	BUY	$80.15 - $109.5 $197,409 - $269,698	2,463 Added 81.31%	5,492 $601 Million
Q1 2025 Jul 25, 2025	SELL	$88.3 - $107.83 $217,482 - $265,585	-2,463 Reduced 44.85%	3,029 $271 Million
Q1 2025 Apr 21, 2025	SELL	$88.3 - $107.83 $44,326 - $54,130	-502 Reduced 14.22%	3,029 $271 Million

Q4 2024 Jan 22, 2025	BUY	$87.5 - $110.17 $308,962 - $389,010	3,531 New	3,531 $354 Million
Q2 2023 Aug 09, 2023	BUY	$287.57 - $349.4 $193,822 - $235,495	674 New	674 $233 Million

Others Institutions Holding IGV

# of Institutions

753

Shares Held

56.1M

Call Options Held

3.07M

Put Options Held

6.16M

View Full List

About ISHARES EXPANDED TECH-SOFTWARE

Ticker IGV
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC Ishares Expanded Tech Software Transaction History