Kestra Private Wealth Services, LLC Ishares Tr Transaction History

Kestra Private Wealth Services, LLC

$7.16 Billion
Q3 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 9,111 shares of IAK stock, worth $1.22 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,111

Previous 9,350 2.56%

Holding current value

$1.22 Million

Previous $1.26 Million 2.86%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$126.37 - $134.46 $30,202 - $32,135	-239 Reduced 2.56%	9,111 $1.22 Million
Q2 2025 Aug 07, 2025	BUY	$122.44 - $138.47 $1,591 - $1,800	13 Added 0.14%	9,350 $1.26 Million
Q1 2025 May 05, 2025	BUY	$121.85 - $137.9 $67,748 - $76,672	556 Added 6.33%	9,337 $1.29 Million
Q4 2024 Jan 28, 2025	BUY	$123.78 - $138.16 $596,495 - $665,793	4,819 Added 121.63%	8,781 $1.11 Million
Q3 2024 Nov 13, 2024	SELL	$112.0 - $130.47 $53,648 - $62,495	-479 Reduced 10.79%	3,962 $511,000

Q1 2024 May 02, 2024	BUY	$101.06 - $117.39 $1,616 - $1,878	16 Added 0.36%	4,441 $521,000
Q4 2023 Feb 05, 2024	BUY	$89.71 - $100.92 $126,132 - $141,893	1,406 Added 46.57%	4,425 $443,000
Q3 2023 Nov 07, 2023	BUY	$86.28 - $94.91 $260,479 - $286,533	3,019 New	3,019 $276,000

Others Institutions Holding IAK

# of Institutions

177

Shares Held

3.68M

Call Options Held

400

Put Options Held

400

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About ISHARES TR

Ticker IAK
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Kestra Private Wealth Services, LLC Ishares Tr Transaction History