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 2,544 shares of IYR stock, worth $241,374. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,544

Previous 2,530 0.55%

Holding current value

$241,374

Previous $239,000 2.93%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$94.16 - $98.46 $1,318 - $1,378	14 Added 0.55%	2,544 $246,000
Q2 2025 Aug 07, 2025	BUY	$84.48 - $96.25 $36,664 - $41,772	434 Added 20.71%	2,530 $239,000
Q1 2025 May 05, 2025	BUY	$89.49 - $98.98 $187,571 - $207,462	2,096 New	2,096 $200,000
Q1 2022 May 26, 2022	SELL	$99.21 - $115.26 $187,606 - $217,956	-1,891 Closed	0 $0
Q4 2021 Jan 21, 2022	SELL	$103.03 - $116.14 $95,199 - $107,313	-924 Reduced 32.82%	1,891 $0

Q3 2021 Oct 21, 2021	SELL	$102.34 - $111.27 $10,643 - $11,572	-104 Reduced 3.56%	2,815 $0
Q2 2021 Jul 30, 2021	SELL	$93.58 - $104.97 $12,914 - $14,485	-138 Reduced 4.51%	2,919 $0
Q1 2021 May 11, 2021	BUY	$82.27 - $92.74 $251,499 - $283,506	3,057 New	3,057 $0

Others Institutions Holding IYR

# of Institutions

576

Shares Held

49.5M

Call Options Held

8.15M

Put Options Held

4.4M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Kestra Private Wealth Services, LLC Ishares Tr Transaction History