Kestra Private Wealth Services, LLC Ishares Tr 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 stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 19,109 shares of IYH stock, worth $1.15 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

19,109

Previous 14,988 27.5%

Holding current value

$1.15 Million

Previous $912,000 18.31%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$53.97 - $60.17 $222,410 - $247,960	4,121 Added 27.5%	19,109 $1.08 Million
Q1 2025 May 05, 2025	BUY	$58.32 - $62.76 $37,266 - $40,103	639 Added 4.45%	14,988 $912,000
Q4 2024 Jan 28, 2025	SELL	$57.53 - $65.24 $9,549 - $10,829	-166 Reduced 1.14%	14,349 $836,000
Q3 2024 Nov 13, 2024	BUY	$60.29 - $66.38 $178,940 - $197,015	2,968 Added 25.7%	14,515 $943,000
Q2 2024 Aug 12, 2024	BUY	$58.05 - $61.75 $40,460 - $43,039	697 Added 6.42%	11,547 $707,000
Q1 2024 May 02, 2024	BUY	$60.83 - $309.78 $546,618 - $2.78 Million	8,986 Added 482.08%	10,850 $671,000
Q4 2023 Feb 05, 2024	BUY	$257.23 - $286.28 $246,683 - $274,542	959 Added 105.97%	1,864 $533,000
Q2 2023 Aug 08, 2023	BUY	$267.13 - $285.74 $23,774 - $25,430	89 Added 10.91%	905 $253,000
Q1 2023 May 12, 2023	BUY	$260.66 - $283.72 $260 - $283	1 Added 0.12%	816 $222,000
Q4 2022 Jan 31, 2023	BUY	$50.9 - $291.18 $50 - $291	1 Added 0.12%	815 $231,000
Q3 2022 Nov 14, 2022	BUY	$50.54 - $281.89 $101 - $563	2 Added 0.25%	814 $206,000
Q2 2022 Aug 12, 2022	BUY	$249.77 - $300.0 $249 - $300	1 Added 0.12%	812 $218,000
Q1 2022 May 26, 2022	BUY	$266.13 - $297.6 $215,831 - $241,353	811 New	811 $234,000

Others Institutions Holding IYH

# of Institutions

550

Shares Held

24.5M

Call Options Held

4.9K

Put Options Held

200

View Full List

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

More about IYH

Track This Portfolio

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.

Account

Kestra Private Wealth Services, LLC Ishares Tr Transaction History