Kestra Advisory Services, LLC Ishares Tr Us Broker Dealers & Transaction History

Kestra Advisory Services, LLC

$17.2 Billion
Q4 2024

A detailed history of Kestra Advisory Services, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 2,544 shares of IAI stock, worth $351,428. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,544

Holding current value

$351,428

% of portfolio

0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$127.59 - $153.41 $324,588 - $390,275	2,544 New	2,544 $366,000
Q1 2023 May 12, 2023	SELL	$87.46 - $104.89 $889,468 - $1.07 Million	-10,170 Reduced 60.64%	6,600 $604,000
Q4 2022 Jan 31, 2023	BUY	$85.82 - $103.08 $425,495 - $511,070	4,958 Added 41.97%	16,770 $1.61 Million
Q3 2022 Nov 01, 2022	BUY	$81.8 - $99.58 $966,221 - $1.18 Million	11,812 New	11,812 $1.01 Billion
Q4 2021 Jan 20, 2022	SELL	$104.77 - $116.15 $865,714 - $959,747	-8,263 Closed	0 $0
Q3 2021 Oct 19, 2021	BUY	$97.62 - $110.73 $341,279 - $387,112	3,496 Added 73.34%	8,263 $862,000
Q2 2021 Jul 28, 2021	BUY	$93.65 - $103.34 $189,922 - $209,573	2,028 Added 74.04%	4,767 $486,000
Q1 2021 May 10, 2021	BUY	$79.16 - $96.74 $216,819 - $264,970	2,739 New	2,739 $252,000

Others Institutions Holding IAI

# of Institutions

195

Shares Held

10.5M

Call Options Held

26.7K

Put Options Held

7.1K

View Full List

About ISHARES TR US BROKER-DEALERS &

Ticker IAI
Sector ETFs
Industry ETFs

More about IAI

Track This Portfolio

Portfolio Update

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

News

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

Account

Kestra Advisory Services, LLC Ishares Tr Us Broker Dealers & Transaction History