Kestra Private Wealth Services, LLC Ishares Tr Transaction History

Kestra Private Wealth Services, LLC

$7.43 Billion
Q4 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 66,394 shares of IEZ stock, worth $1.37 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

66,394

Previous 72,163 7.99%

Holding current value

$1.37 Million

Previous $1.39 Million 1.29%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	SELL	$17.86 - $21.13 $103,034 - $121,898	-5,769 Reduced 7.99%	66,394 $1.37 Million
Q3 2025 Nov 14, 2025	SELL	$17.13 - $19.92 $67,252 - $78,205	-3,926 Reduced 5.16%	72,163 $1.39 Million
Q2 2025 Aug 07, 2025	BUY	$14.77 - $19.84 $742,266 - $997,059	50,255 Added 194.53%	76,089 $1.29 Million
Q1 2025 May 05, 2025	BUY	$18.42 - $22.2 $475,862 - $573,514	25,834 New	25,834 $503,000
Q1 2024 May 02, 2024	BUY	$19.85 - $23.65 $1,846 - $2,199	93 Added 1.02%	9,237 $218,000

Q4 2023 Feb 05, 2024	SELL	$20.39 - $24.27 $119,607 - $142,367	-5,866 Reduced 39.08%	9,144 $200,000
Q3 2023 Nov 07, 2023	BUY	$20.14 - $25.39 $302,301 - $381,103	15,010 New	15,010 $360,000

Others Institutions Holding IEZ

# of Institutions

Shares Held

2.57M

Call Options Held

37.6K

Put Options Held

10.4K

View Full List

About ISHARES TR

Ticker IEZ
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Kestra Private Wealth Services, LLC Ishares Tr Transaction History