Kingswood Wealth Advisors, LLC iShares Flexible Income Active ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025
Number of Shares
16,068
Previous 13,425 19.69%
Holding current value
$855 Million
Previous $709 Million 20.59%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 23, 2025
BUY
N/A
2,643 Added 19.69%
16,068 $855 Million
Q2 2025

Jul 23, 2025
SELL
N/A
-2,244 Reduced 14.32%
13,425 $709 Million
Q1 2025

Jul 25, 2025
SELL
N/A
-3,804 Reduced 28.34%
9,621 $504 Million
Q1 2025

Apr 21, 2025
BUY
N/A
8,196 Added 109.67%
15,669 $819 Million
Q4 2024

Jan 22, 2025
BUY
N/A
7,473 New
7,473 $389 Million
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