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 7,855 shares of IYE stock, worth $348,840. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,855
Previous 6,921 13.5%
Holding current value
$348,840
Previous $332,000 9.64%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$44.44 - $49.18 $41,506 - $45,934
934 Added 13.5%
7,855 $364,000
Q2 2024

Aug 12, 2024

BUY
$46.21 - $51.17 $1,109 - $1,228
24 Added 0.35%
6,921 $332,000
Q1 2024

May 02, 2024

SELL
$41.9 - $49.4 $17,388 - $20,501
-415 Reduced 5.68%
6,897 $340,000
Q4 2023

Feb 05, 2024

SELL
$42.54 - $48.28 $11,698 - $13,277
-275 Reduced 3.62%
7,312 $322,000
Q3 2023

Nov 07, 2023

BUY
$41.76 - $48.97 $13,864 - $16,258
332 Added 4.58%
7,587 $359,000
Q2 2023

Aug 08, 2023

SELL
$40.39 - $45.87 $13,571 - $15,412
-336 Reduced 4.43%
7,255 $310,000
Q1 2023

May 12, 2023

BUY
$40.63 - $49.07 $29,294 - $35,379
721 Added 10.49%
7,591 $332,000
Q4 2022

Jan 31, 2023

SELL
$41.43 - $50.5 $65,376 - $79,689
-1,578 Reduced 18.68%
6,870 $319,000
Q3 2022

Nov 14, 2022

BUY
$36.07 - $45.64 $28,134 - $35,599
780 Added 10.17%
8,448 $332,000
Q2 2022

Aug 12, 2022

SELL
$37.64 - $48.83 $20,400 - $26,465
-542 Reduced 6.6%
7,668 $292,000
Q1 2022

May 26, 2022

SELL
$31.0 - $42.12 $6,076 - $8,255
-196 Reduced 2.33%
8,210 $335,000
Q4 2021

Jan 21, 2022

BUY
$28.79 - $32.36 $28,415 - $31,939
987 Added 13.3%
8,406 $253,000
Q3 2021

Oct 21, 2021

BUY
$24.81 - $29.6 $184,065 - $219,602
7,419 New
7,419 $209,000

Others Institutions Holding IYE

About ISHARES TR


  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
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