A detailed history of Kestra Advisory Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 107,653 shares of IBDV stock, worth $2.29 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
107,653
Previous 116,212 7.36%
Holding current value
$2.29 Million
Previous $2.47 Million 3.4%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$21.11 - $22.24 $180,680 - $190,352
-8,559 Reduced 7.36%
107,653 $2.39 Million
Q2 2024

Aug 14, 2024

BUY
$20.82 - $21.38 $54,652 - $56,122
2,625 Added 2.31%
116,212 $2.47 Million
Q1 2024

May 15, 2024

BUY
$21.16 - $21.68 $287,966 - $295,043
13,609 Added 13.61%
113,587 $2.43 Million
Q4 2023

Feb 14, 2024

BUY
$19.85 - $21.72 $1.98 Million - $2.17 Million
99,978 New
99,978 $2.16 Million

Others Institutions Holding IBDV

About ISHARES TR


  • Ticker IBDV
  • Sector Technology
More about IBDV
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.