Kingswood Wealth Advisors, LLC Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 17,612 shares of IVW stock, worth $1.63 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
17,612
Previous 15,311 15.03%
Holding current value
$1.63 Million
Previous $1.47 Billion 22.06%
% of portfolio
0.13%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$94.43 - $105.47 $217,283 - $242,686
2,301 Added 15.03%
17,612 $1.79 Billion
Q3 2024

Oct 21, 2024
BUY
$84.77 - $97.13 $409,947 - $469,720
4,836 Added 46.17%
15,311 $1.47 Billion
Q2 2024

Jul 09, 2024
BUY
$79.31 - $93.31 $538,039 - $633,015
6,784 Added 183.8%
10,475 $969 Million
Q1 2024

Apr 15, 2024
SELL
$72.87 - $85.14 $112,074 - $130,945
-1,538 Reduced 29.41%
3,691 $312 Million
Q4 2023

Jan 16, 2024
BUY
$65.78 - $75.4 $343,963 - $394,266
5,229 New
5,229 $393 Million

Others Institutions Holding IVW

# of Institutions
2,014
Shares Held
425M
Call Options Held
183K
Put Options Held
101K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email