Kestra Private Wealth Services, LLC Ishares Tr Transaction History

Kestra Private Wealth Services, LLC

  • $4.36 Billion
  • Q1 2024

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 6,897 shares of IYE stock, worth $325,814. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,897
Previous 7,312 5.68%
Holding current value
$325,814
Previous $322,000 5.59%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$44.46 - $50.5 $70,157 - $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

# of Institutions
331
Shares Held
14.8M
Call Options Held
38.1K
Put Options Held
2.9K
View Full List

About ISHARES TR

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