Kestra Advisory Services, LLC
Position in ISCB — iShares Morningstar Small-Cap ETF
CIK 1830819
AUSTIN, TX
All Filings in ISCB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 ISCB | $232,880 | 3,970 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 ISCB | $232,353 | 3,959 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 ISCB | $217,958 | 4,046 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 ISCB | $453,165 | 8,062 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 ISCB | $426,038 | 7,947 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 ISCB | $368,401 | 7,825 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 ISCB | $377,573 | 7,594 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 ISCB | $348,769 | 7,358 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 ISCB | $399,000 | 8,750 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 ISCB | $413,122 | 9,675 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 ISCB | $426,791 | 9,645 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 ISCB | $518,374 | 9,682 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 ISCB | $518,127 | 9,055 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 ISCB | $609,417 | 10,865 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 ISCB | $621,913 | 10,602 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 ISCB | $189,092 | 3,353 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 ISCB | $171,488 | 3,476 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 ISCB | $2,273 | 58 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||