Kingswood Wealth Advisors, LLC Ishares Tr Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,576 shares of IYF stock, worth $422,361. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,576
Previous 5,376 33.48%
Holding current value
$422,361
Previous $559 Million 29.21%
% of portfolio
0.03%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
427
Shares Held
18.3M
Call Options Held
19.7K
Put Options Held
3.9K
View Full List

About ISHARES TR

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