Kestra Private Wealth Services, LLC Ishares Barclays Transaction History

Kestra Private Wealth Services, LLC

$5.67 Billion
Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 40,687 shares of IEF stock, worth $3.81 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

40,687

Previous 46,301 12.13%

Holding current value

$3.81 Million

Previous $4.54 Million 17.21%

% of portfolio

0.07%

Previous 0.09%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$92.08 - $98.18 $516,937 - $551,182	-5,614 Reduced 12.13%	40,687 $3.76 Million
Q3 2024 Nov 13, 2024	SELL	$92.67 - $99.14 $244,370 - $261,432	-2,637 Reduced 5.39%	46,301 $4.54 Million
Q2 2024 Aug 12, 2024	BUY	$91.24 - $94.6 $804,189 - $833,804	8,814 Added 21.97%	48,938 $4.58 Million
Q1 2024 May 02, 2024	BUY	$93.54 - $96.82 $2.6 Million - $2.7 Million	27,848 Added 226.85%	40,124 $3.8 Million
Q4 2023 Feb 05, 2024	SELL	$88.95 - $97.0 $3.83 Million - $4.17 Million	-43,010 Reduced 77.8%	12,276 $1.18 Million
Q3 2023 Nov 07, 2023	BUY	$91.32 - $97.13 $3.29 Million - $3.5 Million	35,986 Added 186.46%	55,286 $5.06 Million
Q2 2023 Aug 08, 2023	SELL	$96.39 - $100.48 $423,152 - $441,107	-4,390 Reduced 18.53%	19,300 $1.86 Million
Q1 2023 May 12, 2023	BUY	$94.41 - $100.02 $398,976 - $422,684	4,226 Added 21.71%	23,690 $2.35 Million
Q4 2022 Jan 31, 2023	SELL	$92.93 - $99.14 $2.96 Million - $3.16 Million	-31,871 Reduced 62.08%	19,464 $1.86 Million
Q3 2022 Nov 14, 2022	BUY	$94.56 - $105.6 $11,063 - $12,355	117 Added 0.23%	51,335 $4.93 Million
Q2 2022 Aug 12, 2022	SELL	$98.15 - $106.65 $1.44 Million - $1.57 Million	-14,707 Reduced 22.31%	51,218 $5.24 Million
Q1 2022 May 26, 2022	BUY	$106.08 - $113.93 $877,918 - $942,884	8,276 Added 14.36%	65,925 $7.08 Million
Q4 2021 Jan 21, 2022	SELL	$113.55 - $116.36 $208,250 - $213,404	-1,834 Reduced 3.08%	57,649 $6.63 Million
Q3 2021 Oct 21, 2021	SELL	$114.96 - $118.18 $97,945 - $100,689	-852 Reduced 1.41%	59,483 $6.85 Million
Q2 2021 Jul 30, 2021	BUY	$113.04 - $115.78 $189,115 - $193,699	1,673 Added 2.85%	60,335 $6.97 Million
Q1 2021 May 11, 2021	BUY	$112.93 - $119.98 $278,372 - $295,750	2,465 Added 4.39%	58,662 $6.62 Million
Q4 2020 Jan 21, 2021	SELL	$119.27 - $121.81 $1.05 Million - $1.07 Million	-8,771 Reduced 13.5%	56,197 $6.74 Billion
Q3 2020 Nov 09, 2020	BUY	$121.18 - $123.06 $7.87 Million - $7.99 Million	64,968 New	64,968 $7.91 Million

Others Institutions Holding IEF

# of Institutions

1,094

Shares Held

294M

Call Options Held

14.3M

Put Options Held

8.92M

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About ISHARES BARCLAYS

Ticker IEF
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Kestra Private Wealth Services, LLC Ishares Barclays Transaction History