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 10,455 shares of IYE stock, worth $510,203. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,455
Previous 10,021 4.33%
Holding current value
$510,203
Previous $453,000 9.49%
% 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
$44.83 - $48.91 $19,456 - $21,226
434 Added 4.33%
10,455 $496,000
Q2 2025

Aug 07, 2025
BUY
$40.36 - $49.67 $47,423 - $58,362
1,175 Added 13.28%
10,021 $453,000
Q1 2025

May 05, 2025
BUY
$45.23 - $49.95 $38,943 - $43,006
861 Added 10.78%
8,846 $436,000
Q4 2024

Jan 28, 2025
BUY
$43.93 - $51.37 $5,710 - $6,678
130 Added 1.65%
7,985 $363,000
Q3 2024

Nov 13, 2024
BUY
$44.44 - $49.18 $41,506 - $45,934
934 Added 13.5%
7,855 $364,000
Q2 2024

Aug 12, 2024
BUY
$46.21 - $51.17 $1,109 - $1,228
24 Added 0.35%
6,921 $332,000
Q1 2024

May 02, 2024
SELL
$41.9 - $49.4 $17,388 - $20,501
-415 Reduced 5.68%
6,897 $340,000
Q4 2023

Feb 05, 2024
SELL
$42.54 - $48.28 $11,698 - $13,277
-275 Reduced 3.62%
7,312 $322,000
Q3 2023

Nov 07, 2023
BUY
$41.76 - $48.97 $13,864 - $16,258
332 Added 4.58%
7,587 $359,000
Q2 2023

Aug 08, 2023
SELL
$40.39 - $45.87 $13,571 - $15,412
-336 Reduced 4.43%
7,255 $310,000
Q1 2023

May 12, 2023
BUY
$40.63 - $49.07 $29,294 - $35,379
721 Added 10.49%
7,591 $332,000
Q4 2022

Jan 31, 2023
SELL
$41.43 - $50.5 $65,376 - $79,689
-1,578 Reduced 18.68%
6,870 $319,000
Q3 2022

Nov 14, 2022
BUY
$36.07 - $45.64 $28,134 - $35,599
780 Added 10.17%
8,448 $332,000
Q2 2022

Aug 12, 2022
SELL
$37.64 - $48.83 $20,400 - $26,465
-542 Reduced 6.6%
7,668 $292,000
Q1 2022

May 26, 2022
SELL
$31.0 - $42.12 $6,076 - $8,255
-196 Reduced 2.33%
8,210 $335,000
Q4 2021

Jan 21, 2022
BUY
$28.79 - $32.36 $28,415 - $31,939
987 Added 13.3%
8,406 $253,000
Q3 2021

Oct 21, 2021
BUY
$24.81 - $29.6 $184,065 - $219,602
7,419 New
7,419 $209,000

Others Institutions Holding IYE

# of Institutions
320
Shares Held
13.7M
Call Options Held
8.3K
Put Options Held
0
View Full List

About ISHARES TR

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