Kestra Private Wealth Services, LLC Ishares Tr Russell 200 Value E 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 200 Value E stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 168,732 shares of IWX stock, worth $14.3 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
168,732
Previous 153,687 9.79%
Holding current value
$14.3 Million
Previous $12.6 Million 12.48%
% of portfolio
0.22%
Previous 0.22%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$73.26 - $84.19 $1.1 Million - $1.27 Million
15,045 Added 9.79%
168,732 $14.2 Million
Q1 2025

May 05, 2025
BUY
$78.54 - $84.86 $368,745 - $398,417
4,695 Added 3.15%
153,687 $12.6 Million
Q4 2024

Jan 28, 2025
BUY
$78.25 - $85.17 $253,530 - $275,950
3,240 Added 2.22%
148,992 $11.8 Million
Q3 2024

Nov 13, 2024
BUY
$74.49 - $81.27 $445,673 - $486,238
5,983 Added 4.28%
145,752 $11.8 Million
Q2 2024

Aug 12, 2024
BUY
$72.57 - $76.65 $24,964 - $26,367
344 Added 0.25%
139,769 $10.5 Million
Q1 2024

May 02, 2024
BUY
$69.24 - $76.32 $109,191 - $120,356
1,577 Added 1.14%
139,425 $10.6 Million
Q4 2023

Feb 05, 2024
BUY
$62.27 - $70.35 $610,183 - $689,359
9,799 Added 7.65%
137,848 $9.67 Million
Q3 2023

Nov 07, 2023
BUY
$65.37 - $69.65 $274,619 - $292,599
4,201 Added 3.39%
128,049 $8.37 Million
Q2 2023

Aug 08, 2023
BUY
$64.02 - $67.44 $698,714 - $736,040
10,914 Added 9.66%
123,848 $8.35 Million
Q1 2023

May 12, 2023
BUY
$62.44 - $68.0 $3.28 Million - $3.57 Million
52,524 Added 86.95%
112,934 $7.35 Million
Q4 2022

Jan 31, 2023
BUY
$58.03 - $67.72 $847,528 - $989,050
14,605 Added 31.89%
60,410 $3.92 Million
Q3 2022

Nov 14, 2022
BUY
$57.71 - $67.79 $529,893 - $622,447
9,182 Added 25.07%
45,805 $2.64 Million
Q2 2022

Aug 12, 2022
BUY
$59.87 - $70.62 $613,428 - $723,572
10,246 Added 38.84%
36,623 $2.26 Million
Q1 2022

May 26, 2022
SELL
$66.32 - $71.56 $366,749 - $395,726
-5,530 Reduced 17.33%
26,377 $1.84 Million
Q4 2021

Jan 21, 2022
BUY
$65.77 - $70.18 $1.51 Million - $1.61 Million
22,983 Added 257.54%
31,907 $2.24 Million
Q3 2021

Oct 21, 2021
BUY
$65.07 - $68.62 $580,684 - $612,364
8,924 New
8,924 $585,000

Others Institutions Holding IWX

# of Institutions
224
Shares Held
47.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 VALUE E

IWX Quotes by TradingView
  • Ticker IWX
  • Sector ETFs
  • Industry ETFs
More about IWX
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email