Kestra Private Wealth Services, LLC Ishares Trust Ishares 1 5 Year Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 22,333 shares of IGSB stock, worth $1.16 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
22,333
Previous 14,939 49.49%
Holding current value
$1.16 Million
Previous $786,000 46.82%
% of portfolio
0.02%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$51.54 - $52.55 $381,086 - $388,554
7,394 Added 49.49%
22,333 $1.15 Million
Q3 2024

Nov 13, 2024
BUY
$51.02 - $52.74 $25,918 - $26,791
508 Added 3.52%
14,939 $786,000
Q2 2024

Aug 12, 2024
BUY
$50.64 - $51.3 $146,400 - $148,308
2,891 Added 25.05%
14,431 $739,000
Q1 2024

May 02, 2024
BUY
$50.95 - $51.48 $28,939 - $29,240
568 Added 5.18%
11,540 $591,000
Q4 2023

Feb 05, 2024
BUY
$49.4 - $51.28 $273,379 - $283,783
5,534 Added 101.77%
10,972 $562,000
Q3 2023

Nov 07, 2023
SELL
$49.74 - $50.37 $90,228 - $91,371
-1,814 Reduced 25.01%
5,438 $270,000
Q2 2023

Aug 08, 2023
BUY
$50.02 - $50.76 $155,412 - $157,711
3,107 Added 74.96%
7,252 $363,000
Q1 2023

May 12, 2023
BUY
$49.56 - $50.75 $2,626 - $2,689
53 Added 1.3%
4,145 $209,000
Q4 2022

Jan 31, 2023
SELL
$48.63 - $50.19 $82,087 - $84,720
-1,688 Reduced 29.2%
4,092 $203,000
Q3 2022

Nov 14, 2022
SELL
$49.08 - $51.27 $274,749 - $287,009
-5,598 Reduced 49.2%
5,780 $285,000
Q2 2022

Aug 12, 2022
SELL
$49.84 - $51.62 $15,101 - $15,640
-303 Reduced 2.59%
11,378 $575,000
Q1 2022

May 26, 2022
SELL
$51.49 - $53.86 $1.86 Million - $1.94 Million
-36,099 Reduced 75.55%
11,681 $604,000
Q4 2021

Jan 21, 2022
BUY
$53.82 - $54.66 $137,402 - $139,546
2,553 Added 5.64%
47,780 $2.57 Million
Q3 2021

Oct 21, 2021
SELL
$54.6 - $54.92 $146,874 - $147,734
-2,690 Reduced 5.61%
45,227 $2.47 Million
Q2 2021

Jul 30, 2021
SELL
$54.57 - $54.92 $393,722 - $396,247
-7,215 Reduced 13.09%
47,917 $2.63 Million
Q1 2021

May 11, 2021
BUY
$54.5 - $55.17 $235,385 - $238,279
4,319 Added 8.5%
55,132 $3.01 Million
Q4 2020

Jan 21, 2021
BUY
$54.79 - $55.17 $242,226 - $243,906
4,421 Added 9.53%
50,813 $2.8 Billion
Q3 2020

Nov 09, 2020
BUY
$54.69 - $55.09 $2.54 Million - $2.56 Million
46,392 New
46,392 $2.55 Million

Others Institutions Holding IGSB

# of Institutions
1,015
Shares Held
326M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

IGSB Quotes by TradingView
  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email