Position history for Kestra Advisory Services, LLC's holdings in ISHARES TR
Kestra Advisory Services, LLC holds 146,329 shares of HEFA (ISHARES TR), worth $6.2M as of 2026-Q1. The position was decreased (-6.7% shares). HEFA represents 0.0% of Kestra Advisory Services, LLC's portfolio.
Current Value
$6.2M
Current Shares
146,329
Total Value Change
-$1.5M
Total Shares Change
-71,499
Other major holders of HEFA: GOLDMAN SACHS GROUP INC
Decreased |
| 146,329 |
-6.7% |
| $6.2M |
| 0.0% |
| $43.35 |
0 |
| 2025-Q4 | Increased | 156,767 | +9.4% | $6.5M | 0.0% | $41.54 | 30 |
| 2025-Q3 | Decreased | 143,330 | -20.7% | $5.7M | 0.0% | $38.37 | 0 |
| 2025-Q2 | Decreased | 180,658 | -2.8% | $6.9M | 0.0% | $36.43 | 0 |
| 2025-Q1 | Increased | 185,796 | +23.2% | $6.7M | 0.0% | $34.94 | 33 |
| 2024-Q4 | Decreased | 150,802 | -32.1% | $5.2M | 0.0% | $33.10 | 0 |
| 2024-Q3 | Increased | 222,057 | +1.9% | $7.9M | 0.0% | $33.34 | 28 |
| 2024-Q2 | Increased | 217,828 | +24.9% | $7.7M | 0.0% | $32.95 | 34 |