Position history for Kestra Advisory Services, LLC's holdings in ISHARES TR
Kestra Advisory Services, LLC holds 77,459 shares of USIG (ISHARES TR), worth $4M as of 2025-Q4. The position was increased (++11.4% shares). USIG represents 0.0% of Kestra Advisory Services, LLC's portfolio.
Current Value
$4M
Current Shares
77,459
Total Value Change
-$1.8M
Total Shares Change
-45,107
Other major holders of USIG: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Steward Partners Investment Advisory, LLC
Increased |
| 77,459 |
+11.4% |
| $4M |
| 0.0% |
| $51.74 |
30 |
| 2025-Q3 | Decreased | 69,551 | -19.6% | $3.6M | 0.0% | $51.22 | 0 |
| 2025-Q2 | Decreased | 86,521 | -20.8% | $4.5M | 0.0% | $49.67 | 0 |
| 2025-Q1 | Decreased | 109,256 | -2.9% | $5.6M | 0.0% | $48.86 | 0 |
| 2024-Q4 | Increased | 112,492 | +22.2% | $5.7M | 0.0% | $47.89 | 33 |
| 2024-Q3 | Decreased | 92,028 | -24.9% | $4.8M | 0.0% | $49.34 | 0 |
| 2024-Q2 | Increased | 122,566 | +25.7% | $5.8M | 0.0% | $46.51 | 33 |