Kestra Advisory Services, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Kestra Advisory Services, LLC
- $20.1 Billion
- Q3 2025
A detailed history of Kestra Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 16,708 shares of IBTJ stock, worth $366,406. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,708
Previous 11,569
44.42%
Holding current value
$366,406
Previous $253,000
44.66%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding IBTJ
# of Institutions
185Shares Held
28.5MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.95MShares$42.9 Million5.22% of portfolio
-
Wells Fargo & Company San Francisco, CA1.49MShares$32.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.05MShares$23 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL971KShares$21.3 Million0.01% of portfolio
-
Hengehold Capital Management LLC963KShares$21.1 Million1.85% of portfolio