Kestra Private Wealth Services, LLC Ishares Tr Russell 1000 ETF Transaction History

Kestra Private Wealth Services, LLC

$6.57 Billion
Q2 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 3,738 shares of IWB stock, worth $1.37 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,738

Previous 3,598 3.89%

Holding current value

$1.37 Million

Previous $1.1 Million 15.05%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$272.36 - $339.57 $38,130 - $47,539	140 Added 3.89%	3,738 $1.27 Million
Q1 2025 May 05, 2025	SELL	$302.31 - $337.54 $669,616 - $747,651	-2,215 Reduced 38.1%	3,598 $1.1 Million
Q4 2024 Jan 28, 2025	BUY	$311.11 - $335.64 $709,019 - $764,923	2,279 Added 64.49%	5,813 $1.87 Million
Q3 2024 Nov 13, 2024	BUY	$283.28 - $314.39 $88,383 - $98,089	312 Added 9.68%	3,534 $1.11 Million
Q2 2024 Aug 12, 2024	SELL	$272.21 - $298.72 $122,494 - $134,424	-450 Reduced 12.25%	3,222 $958,000
Q1 2024 May 02, 2024	SELL	$257.46 - $288.1 $747,148 - $836,066	-2,902 Reduced 44.14%	3,672 $1.06 Million
Q4 2023 Feb 05, 2024	BUY	$225.16 - $263.17 $358,454 - $418,966	1,592 Added 31.96%	6,574 $1.72 Million
Q3 2023 Nov 07, 2023	SELL	$234.05 - $252.17 $12,170 - $13,112	-52 Reduced 1.03%	4,982 $1.17 Million
Q2 2023 Aug 08, 2023	BUY	$221.85 - $243.74 $352,519 - $387,302	1,589 Added 46.12%	5,034 $1.23 Million
Q1 2023 May 12, 2023	SELL	$208.78 - $230.55 $2.92 Million - $3.23 Million	-14,008 Reduced 80.26%	3,445 $775,000
Q4 2022 Jan 31, 2023	BUY	$196.94 - $224.49 $3.14 Million - $3.58 Million	15,964 Added 1072.13%	17,453 $3.67 Million
Q3 2022 Nov 14, 2022	BUY	$197.33 - $237.63 $30,191 - $36,357	153 Added 11.45%	1,489 $294,000
Q2 2022 Aug 12, 2022	BUY	$201.03 - $253.2 $268,576 - $338,275	1,336 New	1,336 $278,000

Others Institutions Holding IWB

# of Institutions

1,605

Shares Held

96.3M

Call Options Held

64.2K

Put Options Held

52.9K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Kestra Private Wealth Services, LLC Ishares Tr Russell 1000 ETF Transaction History