Kestra Advisory Services, LLC Ishares Tr Transaction History

Kestra Advisory Services, LLC

$20.1 Billion
Q3 2025

A detailed history of Kestra Advisory Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 16,705 shares of IYG stock, worth $1.47 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,705

Previous 21,043 20.61%

Holding current value

$1.47 Million

Previous $1.8 Million 16.88%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$85.16 - $90.57 $369,424 - $392,892	-4,338 Reduced 20.61%	16,705 $1.5 Million
Q2 2025 Aug 14, 2025	BUY	$68.9 - $85.6 $506,759 - $629,588	7,355 Added 53.73%	21,043 $1.8 Million
Q1 2025 May 14, 2025	BUY	$74.6 - $84.81 $390,754 - $444,234	5,238 Added 61.99%	13,688 $1.08 Million
Q4 2024 Feb 10, 2025	BUY	$70.24 - $82.34 $16,506 - $19,349	235 Added 2.86%	8,450 $657,000
Q3 2024 Nov 13, 2024	SELL	$64.2 - $71.76 $47,893 - $53,532	-746 Reduced 8.32%	8,215 $583,000

Q2 2024 Aug 14, 2024	BUY	$62.27 - $67.11 $30,948 - $33,353	497 Added 5.87%	8,961 $584,000
Q1 2024 May 15, 2024	BUY	$63.91 - $191.92 $355,211 - $1.07 Million	5,558 Added 191.26%	8,464 $561,000
Q4 2023 Feb 14, 2024	SELL	$145.02 - $179.81 $15,662 - $19,419	-108 Reduced 3.58%	2,906 $520,000
Q3 2023 Nov 09, 2023	BUY	$154.42 - $169.5 $28,104 - $30,849	182 Added 6.43%	3,014 $466,000
Q2 2023 Aug 11, 2023	SELL	$144.44 - $157.99 $11,844 - $12,955	-82 Reduced 2.81%	2,832 $447,000
Q1 2023 May 12, 2023	SELL	$145.23 - $176.24 $400,253 - $485,717	-2,756 Reduced 48.61%	2,914 $439,000
Q4 2022 Jan 31, 2023	BUY	$46.92 - $169.19 $609 - $2,199	13 Added 0.23%	5,670 $893,000
Q3 2022 Nov 01, 2022	SELL	$47.08 - $57.16 $209,082 - $253,847	-4,441 Reduced 43.98%	5,657 $799 Million
Q2 2022 Aug 12, 2022	SELL	$48.28 - $60.23 $32,154 - $40,113	-666 Reduced 6.19%	10,098 $1.5 Million
Q1 2022 Apr 26, 2022	BUY	$55.98 - $67.65 $229,797 - $277,703	4,105 Added 61.65%	10,764 $0
Q4 2021 Jan 20, 2022	BUY	$61.79 - $67.85 $36,641 - $40,235	593 Added 9.78%	6,659 $0
Q3 2021 Oct 19, 2021	BUY	$59.43 - $64.96 $13,371 - $14,615	225 Added 3.85%	6,066 $0
Q2 2021 Jul 28, 2021	BUY	$57.88 - $63.59 $44,104 - $48,455	762 Added 15.0%	5,841 $0
Q1 2021 May 10, 2021	BUY	$48.45 - $58.92 $93,653 - $113,892	1,933 Added 61.44%	5,079 $0
Q4 2020 Jan 20, 2021	BUY	$39.45 - $50.02 $122,926 - $155,862	3,116 Added 10386.67%	3,146 $467 Million
Q3 2020 Nov 12, 2020	BUY	$38.91 - $43.53 $1,167 - $1,305	30 New	30 $304 Million

Others Institutions Holding IYG

# of Institutions

296

Shares Held

15M

Call Options Held

4.9K

Put Options Held

10.2K

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

More about IYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.

Account

Kestra Advisory Services, LLC Ishares Tr Transaction History