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

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 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 4,940 shares of IJK stock, worth $466,533. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,940
Previous 3,220 53.42%
Holding current value
$466,533
Previous $293 Million 61.7%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
997
Shares Held
64.4M
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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