Kestra Private Wealth Services, LLC Ishares Tr Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 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 6,411 shares of IAT stock, worth $322,024. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,411
Previous 6,301 1.75%
Holding current value
$322,024
Previous $312,000 7.69%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$48.92 - $54.5 $5,381 - $5,995
110 Added 1.75%
6,411 $336,000
Q2 2025

Aug 07, 2025
SELL
$39.71 - $49.55 $44,951 - $56,090
-1,132 Reduced 15.23%
6,301 $312,000
Q1 2025

May 05, 2025
BUY
$44.84 - $53.56 $333,295 - $398,111
7,433 New
7,433 $346,000
Q2 2022

Aug 12, 2022
SELL
$47.91 - $57.96 $251,910 - $304,753
-5,258 Closed
0 $0
Q1 2022

May 26, 2022
BUY
$57.43 - $69.28 $3,847 - $4,641
67 Added 1.29%
5,258 $0
Q4 2021

Jan 21, 2022
SELL
$58.66 - $66.11 $71,213 - $80,257
-1,214 Reduced 18.95%
5,191 $0
Q3 2021

Oct 21, 2021
BUY
$53.73 - $61.75 $344,140 - $395,508
6,405 New
6,405 $0

Others Institutions Holding IAT

# of Institutions
193
Shares Held
5.46M
Call Options Held
42.7K
Put Options Held
37.2K
View Full List

About ISHARES TR

IAT Quotes by TradingView
  • Ticker IAT
  • Sector ETFs
  • Industry ETFs
More about IAT
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