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 5,697 shares of IYJ stock, worth $814,500. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,697
Previous 5,815 2.03%
Holding current value
$814,500
Previous $827,000 0.48%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
SELL
$142.42 - $148.18 $16,805 - $17,485
-118 Reduced 2.03%
5,697 $831,000
Q2 2025

Aug 07, 2025
BUY
$115.07 - $142.31 $216,676 - $267,969
1,883 Added 47.89%
5,815 $827,000
Q1 2025

May 05, 2025
BUY
$127.48 - $142.0 $99,179 - $110,476
778 Added 24.67%
3,932 $511,000
Q4 2024

Jan 28, 2025
SELL
$132.97 - $143.93 $15,424 - $16,695
-116 Reduced 3.55%
3,154 $421,000
Q3 2024

Nov 13, 2024
BUY
$118.32 - $133.67 $173,102 - $195,559
1,463 Added 80.96%
3,270 $437,000
Q2 2024

Aug 12, 2024
BUY
$119.1 - $125.05 $357 - $375
3 Added 0.17%
1,807 $215,000
Q1 2024

May 02, 2024
BUY
$111.23 - $125.71 $222 - $251
2 Added 0.11%
1,804 $226,000
Q4 2023

Feb 05, 2024
BUY
$95.31 - $114.66 $171,748 - $206,617
1,802 New
1,802 $206,000
Q2 2022

Aug 12, 2022
SELL
$86.15 - $105.81 $174,367 - $214,159
-2,024 Closed
0 $0
Q1 2022

May 26, 2022
BUY
$97.52 - $114.07 $17,358 - $20,304
178 Added 9.64%
2,024 $213,000
Q4 2021

Jan 21, 2022
BUY
$104.49 - $114.29 $192,888 - $210,979
1,846 New
1,846 $208,000

Others Institutions Holding IYJ

# of Institutions
344
Shares Held
6.6M
Call Options Held
4K
Put Options Held
0
View Full List

About ISHARES TR

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