Kingswood Wealth Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 12,623 shares of IWF stock, worth $4.46 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
12,623
Previous 7,823
61.36%
Holding current value
$4.46 Million
Previous $3.14 Billion
45.92%
% of portfolio
0.18%
Previous 0.24%
Shares
8 transactions
Others Institutions Holding IWF
# of Institutions
2,447Shares Held
214MCall Options Held
404KPut Options Held
131K-
Bank Of America Corp Charlotte, NC30.6MShares$10.8 Billion1.05% of portfolio
-
Morgan Stanley New York, NY24.1MShares$8.5 Billion0.69% of portfolio
-
Goldman Sachs Group Inc New York, NY9.62MShares$3.4 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY7.12MShares$2.51 Billion0.23% of portfolio
-
Ubs Group Ag6.2MShares$2.19 Billion0.47% of portfolio