Kestra Advisory Services, LLC Ishares Tr Russell 200 Value E 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 Value E stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 2,478 shares of IWX stock, worth $221,062. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,478

Previous 3,028 18.16%

Holding current value

$221,062

Previous $254,000 14.57%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$83.04 - $87.88 $45,672 - $48,334	-550 Reduced 18.16%	2,478 $217,000
Q2 2025 Aug 14, 2025	SELL	$73.26 - $84.19 $218,681 - $251,307	-2,985 Reduced 49.64%	3,028 $254,000
Q1 2025 May 14, 2025	BUY	$78.54 - $84.86 $472,261 - $510,263	6,013 New	6,013 $494,000
Q3 2024 Nov 13, 2024	BUY	$74.49 - $81.27 $608,359 - $663,732	8,167 New	8,167 $663,000
Q1 2024 May 15, 2024	BUY	$69.24 - $76.32 $211,112 - $232,699	3,049 New	3,049 $232,000

Q4 2022 Jan 31, 2023	BUY	$58.03 - $67.72 $39,112 - $45,643	674 Added 3.73%	18,764 $1.22 Million
Q3 2022 Nov 01, 2022	BUY	$57.71 - $67.79 $90,546 - $106,362	1,569 Added 9.5%	18,090 $1.04 Billion
Q2 2022 Aug 12, 2022	BUY	$59.87 - $70.62 $989,112 - $1.17 Million	16,521 New	16,521 $1.02 Million

Others Institutions Holding IWX

# of Institutions

237

Shares Held

45.2M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 VALUE E

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Kestra Advisory Services, LLC Ishares Tr Russell 200 Value E Transaction History