Position history for Kestra Advisory Services, LLC's holdings in ISHARES TR
Kestra Advisory Services, LLC holds 13,419 shares of HEZU (ISHARES TR), worth $586,390 as of 2026-Q1. The position was decreased (-16.4% shares). HEZU represents 0.0% of Kestra Advisory Services, LLC's portfolio.
Current Value
$586,390
Current Shares
13,419
Total Value Change
-$469,159
Total Shares Change
-15,678
Other major holders of HEZU: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Decreased |
| 13,419 |
-16.4% |
| $586,390 |
| 0.0% |
| $44.83 |
0 |
| 2025-Q4 | Decreased | 16,049 | -15.8% | $702,298 | 0.0% | $44.05 | 0 |
| 2025-Q3 | Decreased | 19,066 | -4.1% | $803,909 | 0.0% | $41.48 | 0 |
| 2025-Q2 | Decreased | 19,882 | -17.3% | $815,771 | 0.0% | $39.78 | 0 |
| 2025-Q1 | Decreased | 24,054 | -11.2% | $937,384 | 0.0% | $38.18 | 0 |
| 2024-Q4 | Decreased | 27,091 | -1.6% | $970,941 | 0.0% | $34.56 | 0 |
| 2024-Q3 | Decreased | 27,540 | -5.3% | $1M | 0.0% | $35.72 | 0 |
| 2024-Q2 | Decreased | 29,097 | -51.6% | $1.1M | 0.0% | $34.22 | 0 |