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 2,096 shares of IYR stock, worth $194,655. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,096
Holding current value
$194,655
% of portfolio
0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$89.49 - $98.98 $187,571 - $207,462
2,096 New
2,096 $200,000
Q1 2022

May 26, 2022
SELL
$99.21 - $115.26 $187,606 - $217,956
-1,891 Closed
0 $0
Q4 2021

Jan 21, 2022
SELL
$103.03 - $116.14 $95,199 - $107,313
-924 Reduced 32.82%
1,891 $0
Q3 2021

Oct 21, 2021
SELL
$102.34 - $111.27 $10,643 - $11,572
-104 Reduced 3.56%
2,815 $0
Q2 2021

Jul 30, 2021
SELL
$93.58 - $104.97 $12,914 - $14,485
-138 Reduced 4.51%
2,919 $0
Q1 2021

May 11, 2021
BUY
$82.27 - $92.74 $251,499 - $283,506
3,057 New
3,057 $0

Others Institutions Holding IYR

# of Institutions
579
Shares Held
44.1M
Call Options Held
5.79M
Put Options Held
4.51M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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