Kingswood Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $2.07 Trillion
  • Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 899 shares of IWB stock, worth $330,724. This represents 0.02% of its overall portfolio holdings.

Number of Shares
899
Previous 844 6.52%
Holding current value
$330,724
Previous $308 Million 8.84%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$358.39 - $376.54 $19,711 - $20,709
55 Added 6.52%
899 $336 Million
Q3 2025

Oct 23, 2025
SELL
$339.37 - $366.46 $339 - $366
-1 Reduced 0.12%
844 $308 Million
Q2 2025

Jul 23, 2025
SELL
$272.36 - $339.57 $272 - $339
-1 Reduced 0.12%
845 $287 Million
Q1 2025

Jul 25, 2025
BUY
$302.31 - $337.54 $302 - $337
1 Added 0.12%
846 $260 Million
Q1 2025

Apr 21, 2025
BUY
$302.31 - $337.54 $255,754 - $285,558
846 New
846 $260 Million

Others Institutions Holding IWB

# of Institutions
1,636
Shares Held
95.8M
Call Options Held
65.9K
Put Options Held
60.7K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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