Kingswood Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,659 shares of ITOT stock, worth $614,335. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,659

Previous 3,710 25.58%

Holding current value

$614,335

Previous $441 Million 32.78%

% of portfolio

0.04%

Previous 0.04%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$113.41 - $125.62 $107,626 - $119,213	949 Added 25.58%	4,659 $585 Million
Q2 2024 Jul 09, 2024	BUY	$108.78 - $119.23 $128,795 - $141,168	1,184 Added 46.87%	3,710 $441 Million
Q1 2024 Apr 15, 2024	SELL	$103.16 - $115.3 $70,251 - $78,519	-681 Reduced 21.23%	2,526 $291 Million
Q4 2023 Jan 16, 2024	BUY	$90.04 - $105.69 $288,758 - $338,947	3,207 New	3,207 $337 Million

Others Institutions Holding ITOT

# of Institutions

1,379

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History