Kestra Private Wealth Services, LLC Ishares Tr Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

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 7,867 shares of ITB stock, worth $776,708. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,867
Previous 7,757 1.42%
Holding current value
$776,708
Previous $985,000 17.46%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jan 28, 2025
BUY
$103.31 - $129.34 $11,364 - $14,227
110 Added 1.42%
7,867 $813,000
Q3 2024

Nov 13, 2024
BUY
$97.52 - $128.64 $19,504 - $25,727
200 Added 2.65%
7,757 $985,000
Q2 2024

Aug 12, 2024
BUY
$100.52 - $113.96 $6,031 - $6,837
60 Added 0.8%
7,557 $763,000
Q1 2024

May 02, 2024
SELL
$97.53 - $115.77 $18,335 - $21,764
-188 Reduced 2.45%
7,497 $867,000
Q4 2023

Feb 05, 2024
BUY
$71.4 - $102.59 $201,847 - $290,021
2,827 Added 58.19%
7,685 $781,000
Q3 2023

Nov 07, 2023
BUY
$77.76 - $89.31 $377,758 - $433,867
4,858 New
4,858 $381,000

Others Institutions Holding ITB

# of Institutions
422
Shares Held
21.4M
Call Options Held
2.11M
Put Options Held
6.77M
View Full List

About ISHARES TR

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