Kingswood Wealth Advisors, LLC Ishares Tr Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,782 shares of IYF stock, worth $296,116. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,782
Previous 3,576 22.2%
Holding current value
$296,116
Previous $395 Million 20.61%
% of portfolio
0.01%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$107.69 - $119.37 $85,505 - $94,779
-794 Reduced 22.2%
2,782 $314 Million
Q4 2024

Jan 22, 2025
SELL
$102.7 - $119.05 $184,860 - $214,290
-1,800 Reduced 33.48%
3,576 $395 Million
Q3 2024

Oct 21, 2024
BUY
$93.83 - $105.05 $504,430 - $564,748
5,376 New
5,376 $559 Million

Others Institutions Holding IYF

# of Institutions
462
Shares Held
19.9M
Call Options Held
28.3K
Put Options Held
35.3K
View Full List

About ISHARES TR

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