Kingswood Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
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 26,631 shares of IVW stock, worth $2.35 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
26,631
Previous 17,612
51.21%
Holding current value
$2.35 Million
Previous $1.79 Billion
38.52%
% of portfolio
0.09%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding IVW
# of Institutions
2,015Shares Held
427MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.04 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$3.96 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$2.88 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.64 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.58 Billion0.77% of portfolio