Kingswood Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,806 shares of IVE stock, worth $1.01 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,806

Previous 4,251 13.06%

Holding current value

$1.01 Million

Previous $831 Million 19.47%

% of portfolio

0.06%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$194.44 - $206.51 $107,914 - $114,613	555 Added 13.06%	4,806 $992 Million
Q2 2025 Jul 23, 2025	SELL	$168.34 - $195.42 $7,238 - $8,403	-43 Reduced 1.0%	4,251 $831 Million
Q1 2025 Jul 25, 2025	SELL	$185.78 - $198.58 $34,740 - $37,134	-187 Reduced 4.4%	4,064 $774 Million
Q1 2025 Apr 21, 2025	BUY	$185.78 - $198.58 $299,105 - $319,713	1,610 Added 59.99%	4,294 $818 Million
Q4 2024 Jan 22, 2025	BUY	$189.5 - $206.17 $90,960 - $98,961	480 Added 21.78%	2,684 $512 Million

Q3 2024 Oct 21, 2024	BUY	$181.06 - $197.17 $102,661 - $111,795	567 Added 34.64%	2,204 $435 Million
Q2 2024 Jul 09, 2024	BUY	$176.58 - $186.7 $289,061 - $305,627	1,637 New	1,637 $298 Million

Others Institutions Holding IVE

# of Institutions

1,771

Shares Held

169M

Call Options Held

67.9K

Put Options Held

38.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Kingswood Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History