Kestra Private Wealth Services, LLC Ishares Tr Russell 1000 ETF 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 Russell 1000 ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 5,813 shares of IWB stock, worth $1.95 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,813
Previous 3,534 64.49%
Holding current value
$1.95 Million
Previous $1.11 Million 68.5%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jan 28, 2025
BUY
$311.11 - $335.64 $709,019 - $764,923
2,279 Added 64.49%
5,813 $1.87 Million
Q3 2024

Nov 13, 2024
BUY
$283.28 - $314.39 $88,383 - $98,089
312 Added 9.68%
3,534 $1.11 Million
Q2 2024

Aug 12, 2024
SELL
$272.21 - $298.72 $122,494 - $134,424
-450 Reduced 12.25%
3,222 $958,000
Q1 2024

May 02, 2024
SELL
$257.46 - $288.1 $747,148 - $836,066
-2,902 Reduced 44.14%
3,672 $1.06 Million
Q4 2023

Feb 05, 2024
BUY
$225.16 - $263.17 $358,454 - $418,966
1,592 Added 31.96%
6,574 $1.72 Million
Q3 2023

Nov 07, 2023
SELL
$234.05 - $252.17 $12,170 - $13,112
-52 Reduced 1.03%
4,982 $1.17 Million
Q2 2023

Aug 08, 2023
BUY
$221.85 - $243.74 $352,519 - $387,302
1,589 Added 46.12%
5,034 $1.23 Million
Q1 2023

May 12, 2023
SELL
$208.78 - $230.55 $2.92 Million - $3.23 Million
-14,008 Reduced 80.26%
3,445 $775,000
Q4 2022

Jan 31, 2023
BUY
$196.94 - $224.49 $3.14 Million - $3.58 Million
15,964 Added 1072.13%
17,453 $3.67 Million
Q3 2022

Nov 14, 2022
BUY
$197.33 - $237.63 $30,191 - $36,357
153 Added 11.45%
1,489 $294,000
Q2 2022

Aug 12, 2022
BUY
$201.03 - $253.2 $268,576 - $338,275
1,336 New
1,336 $278,000

Others Institutions Holding IWB

# of Institutions
1,465
Shares Held
98.1M
Call Options Held
79.9K
Put Options Held
306K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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