Kingswood Wealth Advisors, LLC Ishares Tr Us Telecommunicatio Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr Us Telecommunicatio stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,839 shares of IYZ stock, worth $284,439. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,839
Previous 7,652 15.51%
Holding current value
$284,439
Previous $228 Million 25.13%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$29.27 - $32.3 $34,743 - $38,340
1,187 Added 15.51%
8,839 $285 Million
Q2 2025

Jul 23, 2025
SELL
$24.53 - $29.78 $96,893 - $117,631
-3,950 Reduced 34.05%
7,652 $228 Million
Q1 2025

Jul 25, 2025
BUY
$26.51 - $28.57 $104,714 - $112,851
3,950 Added 51.62%
11,602 $318 Million
Q1 2025

Apr 21, 2025
BUY
$26.51 - $28.57 $307,569 - $331,469
11,602 New
11,602 $318 Million

Others Institutions Holding IYZ

# of Institutions
174
Shares Held
17.9M
Call Options Held
18.6K
Put Options Held
0
View Full List

About ISHARES TR US TELECOMMUNICATIO

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