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

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

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 7,823 shares of IWF stock, worth $3.2 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

7,823

Previous 13,701 42.9%

Holding current value

$3.2 Million

Previous $5.14 Billion 38.86%

% of portfolio

0.24%

Previous 0.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$370.24 - $418.94 $2.18 Million - $2.46 Million	-5,878 Reduced 42.9%	7,823 $3.14 Billion
Q3 2024 Oct 21, 2024	BUY	$332.02 - $382.76 $1.37 Million - $1.58 Million	4,117 Added 42.96%	13,701 $5.14 Billion
Q2 2024 Jul 09, 2024	SELL	$316.15 - $367.33 $11,065 - $12,856	-35 Reduced 0.36%	9,584 $3.49 Billion
Q1 2024 Apr 15, 2024	BUY	$294.43 - $339.01 $377,459 - $434,610	1,282 Added 15.38%	9,619 $3.24 Billion
Q4 2023 Jan 16, 2024	BUY	$256.94 - $304.21 $1.85 Million - $2.19 Million	7,188 Added 625.59%	8,337 $2.53 Billion
Q3 2023 Oct 23, 2023	SELL	$263.8 - $285.38 $258,787 - $279,957	-981 Reduced 46.06%	1,149 $2.09 Billion
Q2 2023 Aug 09, 2023	BUY	$239.31 - $275.18 $509,730 - $586,133	2,130 New	2,130 $586 Million

Others Institutions Holding IWF

# of Institutions

2,303

Shares Held

202M

Call Options Held

337K

Put Options Held

137K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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