Kingswood Wealth Advisors, LLC Ishares Tr Global 100 ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr Global 100 ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 89,040 shares of IOO stock, worth $8.94 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

89,040

Previous 47,343 88.07%

Holding current value

$8.94 Million

Previous $4.68 Billion 91.65%

% of portfolio

0.67%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$97.46 - $103.45 $4.06 Million - $4.31 Million	41,697 Added 88.07%	89,040 $8.97 Billion
Q3 2024 Oct 21, 2024	BUY	$89.63 - $100.83 $424,666 - $477,732	4,738 Added 11.12%	47,343 $4.68 Billion
Q2 2024 Jul 09, 2024	BUY	$85.21 - $97.45 $108,642 - $124,248	1,275 Added 3.08%	42,605 $4.11 Billion
Q1 2024 Apr 15, 2024	BUY	$79.13 - $89.46 $66,469 - $75,146	840 Added 2.07%	41,330 $3.7 Billion
Q4 2023 Jan 16, 2024	BUY	$70.98 - $80.68 $2.38 Million - $2.7 Million	33,500 Added 479.26%	40,490 $3.26 Billion
Q3 2023 Oct 23, 2023	SELL	$72.92 - $78.05 $2.42 Million - $2.59 Million	-33,235 Reduced 82.62%	6,990 $518 Million
Q2 2023 Aug 09, 2023	BUY	$70.32 - $76.19 $2.83 Million - $3.06 Million	40,225 New	40,225 $3.06 Billion

Others Institutions Holding IOO

# of Institutions

333

Shares Held

46.8M

Call Options Held

Put Options Held

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About ISHARES TR GLOBAL 100 ETF

Ticker IOO
Sector ETFs
Industry ETFs

More about IOO

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Kingswood Wealth Advisors, LLC Ishares Tr Global 100 ETF Transaction History