Kesler, Norman & Wride, LLC Ishares Tr Transaction History

Kesler, Norman & Wride, LLC

$535 Million
Q2 2025

A detailed history of Kesler, Norman & Wride, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kesler, Norman & Wride, LLC holds 5,340 shares of IYG stock, worth $459,293. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,340

Previous 5,306 0.64%

Holding current value

$459,293

Previous $416,000 9.86%

% of portfolio

0.09%

Previous 0.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$68.9 - $85.6 $2,342 - $2,910	34 Added 0.64%	5,340 $457,000
Q1 2025 Apr 30, 2025	SELL	$74.6 - $84.81 $13,726 - $15,605	-184 Reduced 3.35%	5,306 $416,000
Q4 2024 Feb 12, 2025	BUY	$70.24 - $82.34 $5,197 - $6,093	74 Added 1.37%	5,490 $427,000
Q3 2024 Oct 07, 2024	BUY	$64.2 - $71.76 $347,707 - $388,652	5,416 New	5,416 $384,000
Q2 2023 Jul 26, 2023	BUY	$144.44 - $157.99 $577 - $631	4 Added 0.23%	1,745 $275,000
Q1 2023 Apr 10, 2023	SELL	$145.23 - $176.24 $266,932 - $323,929	-1,838 Reduced 51.36%	1,741 $262,000
Q4 2022 Feb 06, 2023	SELL	$46.92 - $169.19 $938,353 - $3.38 Million	-19,999 Reduced 84.82%	3,579 $563,000
Q3 2022 Oct 18, 2022	BUY	$47.08 - $57.16 $118,547 - $143,928	2,518 Added 11.96%	23,578 $3.33 Million
Q2 2022 Aug 04, 2022	SELL	$48.28 - $60.23 $752,347 - $938,564	-15,583 Reduced 42.53%	21,060 $3.12 Million
Q1 2022 Apr 14, 2022	SELL	$55.98 - $67.65 $161,894 - $195,643	-2,892 Reduced 7.32%	36,643 $6.61 Million
Q4 2021 Feb 07, 2022	BUY	$61.79 - $67.85 $117,833 - $129,389	1,907 Added 5.07%	39,535 $7.63 Million
Q3 2021 Oct 28, 2021	BUY	$59.43 - $64.96 $700,263 - $765,423	11,783 Added 45.59%	37,628 $7.08 Million
Q2 2021 Aug 13, 2021	BUY	$57.88 - $63.59 $1.5 Million - $1.64 Million	25,845 New	25,845 $4.82 Million

Others Institutions Holding IYG

# of Institutions

284

Shares Held

13.8M

Call Options Held

49K

Put Options Held

35.5K

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About ISHARES TR

Ticker IYG
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Kesler, Norman & Wride, LLC Ishares Tr Transaction History