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Ishares Tr shares owned by Kestra Advisory Services

Quarter-by-quarter ownership of Ishares Tr (IBMS) shares owned by Kestra Advisory Services from 13F filings

Historical chart of Kestra Advisory Services investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.6M 60k 26.06
2025-09-30 $1.1M 43k 26.08
2025-06-30 $824k 32k 25.66
2025-03-31 $370k 15k 25.40

More positions owned by Kestra Advisory Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Parker-Hannifin Corporation (PH)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Kestra Advisory Services

Top funds holding Ishares Tr

Mercer Global Advisors
Hartland & Co
Kathmere Capital Management
Vishria Bird Financial Group
HighTower Advisors
Us Bancorp
LBMC Investment Advisors
Jane Street
Wells Fargo & Company
Praetorian Wealth Management
Coldstream Capital Management
Central Trust & Investment
Goss Wealth Management
Summit Financial
Moseley Investment Management

View all funds holding Ishares Tr