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 32,530 shares of IBTI stock, worth $710,455. This represents 0.0% of its overall portfolio holdings.

Number of Shares

32,530

Previous 34,487 5.67%

Holding current value

$710,455

Previous $776,000 8.25%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$21.81 - $22.48 $42,682 - $43,993	-1,957 Reduced 5.67%	32,530 $712,000
Q3 2024 Nov 13, 2024	BUY	$21.7 - $22.6 $2,148 - $2,237	99 Added 0.29%	34,487 $776,000
Q2 2024 Aug 14, 2024	BUY	$21.51 - $21.88 $101,914 - $103,667	4,738 Added 15.98%	34,388 $750,000
Q1 2024 May 15, 2024	SELL	$21.79 - $22.29 $7,365 - $7,534	-338 Reduced 1.13%	29,650 $650,000
Q4 2023 Feb 14, 2024	BUY	$21.24 - $22.25 $150,081 - $157,218	7,066 Added 30.83%	29,988 $666,000
Q3 2023 Nov 09, 2023	BUY	$21.45 - $22.14 $95,152 - $98,213	4,436 Added 24.0%	22,922 $493,000
Q2 2023 Aug 11, 2023	BUY	$21.97 - $22.77 $406,137 - $420,926	18,486 New	18,486 $406,000

Others Institutions Holding IBTI

# of Institutions

169

Shares Held

27.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

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