Kingswood Wealth Advisors, LLC Ishares Russell Mid Cap ETF 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 ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,273 shares of IWR stock, worth $365,512. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,273
Previous 3,045 40.33%
Holding current value
$365,512
Previous $268 Million 40.74%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jan 22, 2025
BUY
$87.25 - $95.52 $107,143 - $117,298
1,228 Added 40.33%
4,273 $378 Million
Q3 2024

Oct 21, 2024
SELL
$79.92 - $88.19 $46,992 - $51,855
-588 Reduced 16.18%
3,045 $268 Million
Q2 2024

Jul 09, 2024
BUY
$78.66 - $83.59 $44,442 - $47,228
565 Added 18.42%
3,633 $295 Million
Q1 2024

Apr 15, 2024
SELL
$75.37 - $84.09 $6,783 - $7,568
-90 Reduced 2.85%
3,068 $258 Million
Q4 2023

Jan 16, 2024
SELL
$64.84 - $78.27 $58,615 - $70,756
-904 Reduced 22.26%
3,158 $245 Million
Q3 2023

Oct 23, 2023
BUY
$68.54 - $75.91 $278,409 - $308,346
4,062 New
4,062 $281 Million

Others Institutions Holding IWR

# of Institutions
1,536
Shares Held
366M
Call Options Held
180K
Put Options Held
19.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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