Kestra Advisory Services, LLC Ishares Us ETF Tr Bloomberg Ro Transaction History

Kestra Advisory Services, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$47.04 - $52.37 $10,113 - $11,259	215 Added 5.07%	4,458 $209,000
Q2 2023 Aug 11, 2023	SELL	$48.08 - $52.9 $10,625 - $11,690	-221 Reduced 4.95%	4,243 $210,000
Q1 2023 May 12, 2023	BUY	$50.03 - $54.48 $11,056 - $12,040	221 Added 5.21%	4,464 $229,000
Q4 2022 Jan 31, 2023	BUY	$53.73 - $58.49 $8,650 - $9,416	161 Added 3.94%	4,243 $231,000
Q1 2022 Apr 26, 2022	SELL	$49.81 - $65.25 $25,203 - $33,016	-506 Reduced 11.03%	4,082 $0
Q4 2021 Jan 20, 2022	BUY	$48.03 - $61.24 $31,363 - $39,989	653 Added 16.59%	4,588 $0
Q2 2021 Jul 28, 2021	BUY	$48.27 - $55.61 $189,942 - $218,825	3,935 New	3,935 $0

3.25M

14.1K

Get notified when there are updates to the investment portfolio of Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

Stay updated on Kestra Advisory Services, LLC with notifications on news.