Kestra Advisory Services, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Kestra Advisory Services, LLC

  • $17.2 Billion
  • Q4 2024

A detailed history of Kestra Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 23,031 shares of IBMQ stock, worth $581,532. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23,031
Previous 15,759 46.15%
Holding current value
$581,532
Previous $403,000 43.67%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$25.06 - $25.59 $182,236 - $186,090
7,272 Added 46.15%
23,031 $579,000
Q3 2024

Nov 13, 2024
SELL
$24.91 - $25.63 $291,148 - $299,563
-11,688 Reduced 42.58%
15,759 $403,000
Q2 2024

Aug 14, 2024
BUY
$24.81 - $25.19 $125,439 - $127,360
5,056 Added 22.58%
27,447 $686,000
Q1 2024

May 15, 2024
BUY
$25.27 - $25.61 $205,672 - $208,439
8,139 Added 57.11%
22,391 $565,000
Q4 2023

Feb 14, 2024
BUY
$24.26 - $25.61 $345,753 - $364,993
14,252 New
14,252 $364,000

Others Institutions Holding IBMQ

# of Institutions
142
Shares Held
15.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBMQ Quotes by TradingView
  • Ticker IBMQ
  • Sector ETFs
  • Industry ETFs
More about IBMQ
Track This Portfolio

Track Kestra Advisory Services, LLC Portfolio

Follow Kestra Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email