Kestra Private Wealth Services, LLC Ishares Russell 3000 ETF Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 2,642 shares of IWV stock, worth $1.01 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,642
Previous 2,622 0.76%
Holding current value
$1.01 Million
Previous $920,000 8.8%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$351.04 - $379.81 $7,020 - $7,596
20 Added 0.76%
2,642 $1 Million
Q2 2025

Aug 07, 2025
BUY
$281.67 - $351.0 $150,130 - $187,083
533 Added 25.51%
2,622 $920,000
Q1 2025

May 05, 2025
BUY
$313.1 - $349.83 $135,259 - $151,126
432 Added 26.07%
2,089 $663,000
Q4 2024

Jan 28, 2025
BUY
$323.08 - $349.08 $70,431 - $76,099
218 Added 15.15%
1,657 $553,000
Q3 2024

Nov 13, 2024
SELL
$294.75 - $326.73 $36,843 - $40,841
-125 Reduced 7.99%
1,439 $470,000
Q2 2024

Aug 12, 2024
SELL
$283.16 - $309.9 $7,645 - $8,367
-27 Reduced 1.7%
1,564 $482,000
Q1 2024

May 02, 2024
BUY
$268.36 - $300.08 $2,415 - $2,700
9 Added 0.57%
1,591 $477,000
Q4 2023

Feb 05, 2024
BUY
$234.36 - $274.87 $18,280 - $21,439
78 Added 5.19%
1,582 $433,000
Q3 2023

Nov 07, 2023
SELL
$243.9 - $263.56 $59,023 - $63,781
-242 Reduced 13.86%
1,504 $368,000
Q2 2023

Aug 08, 2023
BUY
$231.57 - $254.48 $25,241 - $27,738
109 Added 6.66%
1,746 $444,000
Q1 2023

May 12, 2023
BUY
$218.83 - $242.18 $122,325 - $135,378
559 Added 51.86%
1,637 $385,000
Q4 2022

Jan 31, 2023
BUY
$206.89 - $235.47 $11,999 - $13,657
58 Added 5.69%
1,078 $237,000
Q3 2022

Nov 14, 2022
BUY
$207.04 - $249.4 $2,484 - $2,992
12 Added 1.19%
1,020 $211,000
Q2 2022

Aug 12, 2022
BUY
$210.65 - $265.31 $14,745 - $18,571
70 Added 7.46%
1,008 $219,000
Q1 2022

May 26, 2022
BUY
$242.02 - $279.09 $227,014 - $261,786
938 New
938 $0
Q4 2021

Jan 21, 2022
SELL
$254.66 - $279.11 $219,262 - $240,313
-861 Closed
0 $0
Q2 2021

Jul 30, 2021
BUY
$240.32 - $256.01 $206,915 - $220,424
861 New
861 $0

Others Institutions Holding IWV

# of Institutions
945
Shares Held
26.8M
Call Options Held
22K
Put Options Held
5.3K
View Full List

About ISHARES RUSSELL 3000 ETF

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