Kestra Advisory Services, LLC Ishares Tr Transaction History

Kestra Advisory Services, LLC

$19.6 Billion
Q1 2025

A detailed history of Kestra Advisory Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 3,933 shares of IYM stock, worth $563,559. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,933

Previous 4,376 10.12%

Holding current value

$563,559

Previous $568,000 6.69%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$128.53 - $142.03 $56,938 - $62,919	-443 Reduced 10.12%	3,933 $530,000
Q4 2024 Feb 10, 2025	SELL	$129.15 - $153.25 $65,479 - $77,697	-507 Reduced 10.38%	4,376 $568,000
Q3 2024 Nov 13, 2024	SELL	$136.13 - $151.64 $113,940 - $126,922	-837 Reduced 14.63%	4,883 $733,000
Q2 2024 Aug 14, 2024	BUY	$140.01 - $149.03 $10,920 - $11,624	78 Added 1.38%	5,720 $800,000
Q1 2024 May 15, 2024	BUY	$130.2 - $147.73 $30,336 - $34,421	233 Added 4.31%	5,642 $833,000
Q4 2023 Feb 14, 2024	BUY	$119.29 - $139.6 $26,720 - $31,270	224 Added 4.32%	5,409 $747,000
Q3 2023 Nov 09, 2023	BUY	$124.84 - $138.68 $4,494 - $4,992	36 Added 0.7%	5,185 $654,000
Q2 2023 Aug 11, 2023	SELL	$120.69 - $133.93 $290,259 - $322,101	-2,405 Reduced 31.84%	5,149 $685,000
Q1 2023 May 12, 2023	SELL	$124.32 - $140.43 $65,765 - $74,287	-529 Reduced 6.54%	7,554 $1 Million
Q4 2022 Jan 31, 2023	SELL	$109.29 - $133.88 $376,722 - $461,484	-3,447 Reduced 29.9%	8,083 $1.01 Million
Q3 2022 Nov 01, 2022	BUY	$106.58 - $130.61 $4,689 - $5,746	44 Added 0.38%	11,530 $1.25 Billion
Q2 2022 Aug 12, 2022	BUY	$117.72 - $154.02 $254,863 - $333,453	2,165 Added 23.23%	11,486 $1.35 Million
Q1 2022 Apr 26, 2022	BUY	$128.72 - $151.73 $10,941 - $12,897	85 Added 0.92%	9,321 $1.39 Million
Q4 2021 Jan 20, 2022	SELL	$125.86 - $141.73 $438,873 - $494,212	-3,487 Reduced 27.41%	9,236 $1.29 Million
Q3 2021 Oct 19, 2021	BUY	$122.85 - $135.99 $587,100 - $649,896	4,779 Added 60.16%	12,723 $1.58 Million
Q2 2021 Jul 28, 2021	BUY	$126.01 - $141.25 $134,578 - $150,855	1,068 Added 15.53%	7,944 $1.04 Million
Q1 2021 May 10, 2021	SELL	$111.16 - $126.89 $876,385 - $1 Million	-7,884 Reduced 53.41%	6,876 $863,000
Q4 2020 Jan 20, 2021	BUY	$95.24 - $113.41 $1.4 Million - $1.67 Million	14,683 Added 19068.83%	14,760 $1.67 Billion
Q3 2020 Nov 12, 2020	BUY	$89.06 - $104.94 $6,857 - $8,080	77 New	77 $493 Million

Others Institutions Holding IYM

# of Institutions

217

Shares Held

2.38M

Call Options Held

8.4K

Put Options Held

300

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

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Kestra Advisory Services, LLC Ishares Tr Transaction History