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 72,163 shares of IEZ stock, worth $1.49 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
72,163
Previous 76,089 5.16%
Holding current value
$1.49 Million
Previous $1.29 Million 7.82%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$17.13 - $19.92 $67,252 - $78,205
-3,926 Reduced 5.16%
72,163 $1.39 Million
Q2 2025

Aug 07, 2025
BUY
$14.77 - $19.84 $742,266 - $997,059
50,255 Added 194.53%
76,089 $1.29 Million
Q1 2025

May 05, 2025
BUY
$18.42 - $22.2 $475,862 - $573,514
25,834 New
25,834 $503,000
Q1 2024

May 02, 2024
BUY
$19.85 - $23.65 $1,846 - $2,199
93 Added 1.02%
9,237 $218,000
Q4 2023

Feb 05, 2024
SELL
$20.39 - $24.27 $119,607 - $142,367
-5,866 Reduced 39.08%
9,144 $200,000
Q3 2023

Nov 07, 2023
BUY
$20.14 - $25.39 $302,301 - $381,103
15,010 New
15,010 $360,000

Others Institutions Holding IEZ

# of Institutions
74
Shares Held
2.56M
Call Options Held
37.6K
Put Options Held
10.4K
View Full List

About ISHARES TR

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