Kingswood Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 73,300 shares of IJH stock, worth $4.03 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
73,300
Previous 64,017
14.5%
Holding current value
$4.03 Million
Previous $3.99 Billion
7.43%
% of portfolio
0.16%
Previous 0.3%
Shares
7 transactions
Others Institutions Holding IJH
# of Institutions
2,653Shares Held
1.15BCall Options Held
773KPut Options Held
70.2K-
Northwestern Mutual Wealth Management CO111MShares$6.08 Billion5.85% of portfolio
-
Bank Of America Corp Charlotte, NC67.8MShares$3.72 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA51.2MShares$2.82 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.6MShares$2.34 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY39MShares$2.14 Billion0.2% of portfolio