Kingswood Wealth Advisors, LLC Ishares S&P 100 ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,364 shares of OEF stock, worth $894,924. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,364
Previous 2,492 34.99%
Holding current value
$894,924
Previous $758 Million 47.63%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 23, 2025
BUY
N/A
872 Added 34.99%
3,364 $1.12 Billion
Q2 2025

Jul 23, 2025
BUY
N/A
212 Added 9.3%
2,492 $758 Million
Q1 2025

Jul 25, 2025
SELL
N/A
-212 Reduced 8.51%
2,280 $617 Million
Q1 2025

Apr 21, 2025
BUY
N/A
703 Added 44.58%
2,280 $617 Million
Q4 2024

Jan 22, 2025
BUY
N/A
418 Added 36.07%
1,577 $456 Million
Q3 2024

Oct 21, 2024
BUY
$266.03 - $266.03 $92,844 - $92,844
349 Added 43.09%
1,159 $321 Million
Q2 2024

Jul 09, 2024
BUY
$234.68 - $265.99 $190,090 - $215,451
810 New
810 $214 Million

Others Institutions Holding OEF

# of Institutions
1,112
Shares Held
73.3M
Call Options Held
32.4K
Put Options Held
26.7K
View Full List

About ISHARES S&P 100 ETF

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