Kestra Private Wealth Services, LLC Ishares Tr Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 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 14,349 shares of IYH stock, worth $888,346. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,349
Previous 14,515 1.14%
Holding current value
$888,346
Previous $943,000 11.35%
% of portfolio
0.01%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
540
Shares Held
23.3M
Call Options Held
26K
Put Options Held
500
View Full List

About ISHARES TR

IYH Quotes by TradingView
  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email