Kingswood Wealth Advisors, LLC Ishares Expanded Tech Software Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 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 5,656 shares of IGV stock, worth $607,680. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,656
Previous 5,492 2.99%
Holding current value
$607,680
Previous $601 Million 8.17%
% of portfolio
0.04%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
761
Shares Held
56.2M
Call Options Held
3.07M
Put Options Held
6.16M
View Full List

About ISHARES EXPANDED TECH-SOFTWARE

IGV Quotes by TradingView
  • Ticker IGV
  • Sector ETFs
  • Industry ETFs
More about IGV
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