Kingswood Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 15,165 shares of IWP stock, worth $1.93 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
15,165
Previous 16,835 9.92%
Holding current value
$1.93 Million
Previous $1.97 Billion 2.65%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jan 22, 2025
SELL
$116.4 - $138.52 $194,388 - $231,328
-1,670 Reduced 9.92%
15,165 $1.92 Billion
Q3 2024

Oct 21, 2024
BUY
$103.87 - $117.59 $1.75 Million - $1.98 Million
16,835 New
16,835 $1.97 Billion
Q4 2023

Jan 16, 2024
BUY
$85.66 - $105.12 $220,060 - $270,053
2,569 New
2,569 $268 Million

Others Institutions Holding IWP

# of Institutions
1,223
Shares Held
116M
Call Options Held
84.8K
Put Options Held
13.5K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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