Kestra Private Wealth Services, LLC Ishares Tr Transaction History

Kestra Private Wealth Services, LLC

$5.74 Billion
Q1 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 14,988 shares of IYH stock, worth $844,423. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,988

Previous 14,349 4.45%

Holding current value

$844,423

Previous $836,000 9.09%

% of portfolio

0.02%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

553

Shares Held

23.8M

Call Options Held

Put Options Held

4.5K

View Full List

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

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Kestra Private Wealth Services, LLC Ishares Tr Transaction History