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 4,726 shares of IYY stock, worth $636,119. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,726
Previous 4,995 5.39%
Holding current value
$636,119
Previous $582,000 3.95%
% of portfolio
0.01%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$114.26 - $128.09 $30,735 - $34,456
-269 Reduced 5.39%
4,726 $605,000
Q4 2023

Feb 05, 2024
SELL
$99.95 - $116.88 $22,688 - $26,531
-227 Reduced 4.35%
4,995 $582,000
Q2 2023

Aug 08, 2023
BUY
$98.55 - $108.33 $5,026 - $5,524
51 Added 0.99%
5,222 $565,000
Q1 2023

May 12, 2023
SELL
$92.74 - $102.46 $10,108 - $11,168
-109 Reduced 2.06%
5,171 $517,000
Q4 2022

Jan 31, 2023
BUY
$91.43 - $99.71 $91 - $99
1 Added 0.02%
5,280 $493,000
Q3 2022

Nov 14, 2022
BUY
N/A
1 Added 0.02%
5,279 $463,000
Q2 2022

Aug 12, 2022
BUY
N/A
1 Added 0.02%
5,278 $487,000
Q1 2022

May 26, 2022
BUY
N/A
1,061 Added 25.17%
5,277 $0
Q4 2021

Jan 21, 2022
BUY
N/A
301 Added 7.69%
4,216 $0
Q3 2021

Oct 21, 2021
BUY
N/A
1 Added 0.03%
3,915 $0
Q1 2021

May 11, 2021
SELL
N/A
-119 Reduced 2.95%
3,914 $0
Q4 2020

Jan 21, 2021
BUY
N/A
1,837 Added 83.65%
4,033 $379 Million
Q3 2020

Nov 09, 2020
BUY
N/A
2,196 New
2,196 $0

Others Institutions Holding IYY

# of Institutions
230
Shares Held
3.33M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IYY Quotes by TradingView
  • Ticker IYY
  • Sector ETFs
  • Industry ETFs
More about IYY
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