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

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

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 2,684 shares of IVE stock, worth $530,170. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,684
Previous 2,204 21.78%
Holding current value
$530,170
Previous $435 Million 17.89%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,575
Shares Held
139M
Call Options Held
91.7K
Put Options Held
29.4K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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