Kestra Private Wealth Services, LLC Ishares Tr Transaction History

Kestra Private Wealth Services, LLC

$5.74 Billion
Q1 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 9,337 shares of IAK stock, worth $1.27 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,337

Previous 8,781 6.33%

Holding current value

$1.27 Million

Previous $1.11 Million 15.86%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$121.85 - $137.9 $67,748 - $76,672	556 Added 6.33%	9,337 $1.29 Million
Q4 2024 Jan 28, 2025	BUY	$123.78 - $138.16 $596,495 - $665,793	4,819 Added 121.63%	8,781 $1.11 Million
Q3 2024 Nov 13, 2024	SELL	$112.0 - $130.47 $53,648 - $62,495	-479 Reduced 10.79%	3,962 $511,000
Q1 2024 May 02, 2024	BUY	$101.06 - $117.39 $1,616 - $1,878	16 Added 0.36%	4,441 $521,000
Q4 2023 Feb 05, 2024	BUY	$89.71 - $100.92 $126,132 - $141,893	1,406 Added 46.57%	4,425 $443,000
Q3 2023 Nov 07, 2023	BUY	$86.28 - $94.91 $260,479 - $286,533	3,019 New	3,019 $276,000

Others Institutions Holding IAK

# of Institutions

180

Shares Held

3.84M

Call Options Held

2.2K

Put Options Held

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About ISHARES TR

Ticker IAK
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Industry ETFs

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Kestra Private Wealth Services, LLC Ishares Tr Transaction History