Kingswood Wealth Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History

Kingswood Wealth Advisors, LLC

  • $2.07 Trillion
  • Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,839 shares of IJK stock, worth $456,995. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,839
Previous 4,940 2.04%
Holding current value
$456,995
Previous $474 Million 1.03%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
SELL
$93.11 - $97.9 $9,404 - $9,887
-101 Reduced 2.04%
4,839 $469 Million
Q3 2025

Oct 23, 2025
BUY
$91.28 - $97.59 $157,001 - $167,854
1,720 Added 53.42%
4,940 $474 Million
Q1 2025

Apr 21, 2025
BUY
$81.62 - $96.63 $262,816 - $311,148
3,220 New
3,220 $268 Million

Others Institutions Holding IJK

# of Institutions
999
Shares Held
64.5M
Call Options Held
6.5K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

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