Kingswood Wealth Advisors, LLC Ishares Tr Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 6,462 shares of ITA stock, worth $1.33 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,462

Previous 5,162 25.18%

Holding current value

$1.33 Million

Previous $974 Million 38.87%

% of portfolio

0.08%

Previous 0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$184.73 - $209.26 $240,149 - $272,038	1,300 Added 25.18%	6,462 $1.35 Billion
Q2 2025 Jul 23, 2025	BUY	$135.31 - $188.64 $163,725 - $228,254	1,210 Added 30.62%	5,162 $974 Million
Q1 2025 Jul 25, 2025	SELL	$144.84 - $159.5 $175,256 - $192,995	-1,210 Reduced 23.44%	3,952 $605 Million
Q1 2025 Apr 21, 2025	SELL	$144.84 - $159.5 $413,373 - $455,213	-2,854 Reduced 41.93%	3,952 $605 Million
Q4 2024 Jan 22, 2025	BUY	$144.31 - $157.31 $421,818 - $459,817	2,923 Added 75.28%	6,806 $989 Million

Q3 2024 Oct 21, 2024	SELL	$131.58 - $149.64 $26,052 - $29,628	-198 Reduced 4.85%	3,883 $581 Million
Q2 2024 Jul 09, 2024	BUY	$127.05 - $137.39 $183,206 - $198,116	1,442 Added 54.64%	4,081 $539 Million
Q1 2024 Apr 15, 2024	BUY	$119.3 - $131.93 $87,566 - $96,836	734 Added 38.53%	2,639 $348 Million
Q4 2023 Jan 16, 2024	SELL	$103.16 - $126.68 $23,211 - $28,503	-225 Reduced 10.56%	1,905 $241 Million
Q3 2023 Oct 23, 2023	BUY	$105.4 - $118.17 $224,502 - $251,702	2,130 New	2,130 $226 Million

Others Institutions Holding ITA

# of Institutions

976

Shares Held

32.5M

Call Options Held

654K

Put Options Held

538K

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

Kingswood Wealth Advisors, LLC Ishares Tr Transaction History