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 3,154 shares of IYJ stock, worth $407,181. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,154

Previous 3,270 3.55%

Holding current value

$407,181

Previous $437,000 3.66%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

339

Shares Held

6.54M

Call Options Held

35.9K

Put Options Held

11.8K

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About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

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Kestra Private Wealth Services, LLC Ishares Tr Transaction History