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 9,323 shares of IYF stock, worth $891,838. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,323

Previous 8,262 12.84%

Holding current value

$891,838

Previous $705,000 26.38%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$83.91 - $95.65 $89,028 - $101,484	1,061 Added 12.84%	9,323 $891,000
Q4 2023 Feb 05, 2024	BUY	$70.7 - $85.68 $57,832 - $70,086	818 Added 10.99%	8,262 $705,000
Q2 2023 Aug 08, 2023	BUY	$68.91 - $74.74 $7,373 - $7,997	107 Added 1.46%	7,444 $555,000
Q1 2023 May 12, 2023	BUY	$68.23 - $82.05 $614 - $738	9 Added 0.12%	7,337 $521,000
Q4 2022 Jan 31, 2023	BUY	$73.74 - $80.38 $540,366 - $589,024	7,328 New	7,328 $553,000

Q2 2022 Aug 12, 2022	SELL	N/A	-95 Reduced 3.09%	2,981 $209,000
Q1 2022 May 26, 2022	BUY	N/A	506 Added 19.69%	3,076 $0
Q4 2021 Jan 21, 2022	BUY	N/A	5 Added 0.19%	2,570 $0
Q3 2021 Oct 21, 2021	BUY	N/A	2,565 New	2,565 $0

Others Institutions Holding IYF

# of Institutions

370

Shares Held

15.8M

Call Options Held

8.4K

Put Options Held

12.9K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

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Kestra Private Wealth Services, LLC Ishares Tr Transaction History