Kestra Advisory Services, LLC Ishares Tr Russell 200 ETF Transaction History
Kestra Advisory Services, LLC
- $20.1 Billion
- Q3 2025
A detailed history of Kestra Advisory Services, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 25,052 shares of IWL stock, worth $4.21 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
25,052
Previous 24,156
3.71%
Holding current value
$4.21 Million
Previous $3.7 Million
12.52%
% of portfolio
0.02%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding IWL
# of Institutions
222Shares Held
8.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY683KShares$115 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC622KShares$105 Million0.01% of portfolio
-
Tompkins Financial Corp553KShares$93 Million7.86% of portfolio
-
Gilbert & Cook, Inc.516KShares$86.7 Million11.2% of portfolio
-
Richmond Investment Services, LLC Mequon, WI386KShares$64.9 Million11.93% of portfolio