Kestra Private Wealth Services, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Kestra Private Wealth Services, LLC

$5.67 Billion
Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 72,591 shares of IBDQ stock, worth $1.83 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

72,591

Previous 73,156 0.77%

Holding current value

$1.83 Million

Previous $1.84 Million 0.98%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$25.0 - $25.11 $14,125 - $14,187	-565 Reduced 0.77%	72,591 $1.82 Million
Q3 2024 Nov 13, 2024	BUY	$24.78 - $25.11 $99,392 - $100,716	4,011 Added 5.8%	73,156 $1.84 Million
Q2 2024 Aug 12, 2024	BUY	$24.69 - $24.86 $533,254 - $536,926	21,598 Added 45.42%	69,145 $1.72 Million
Q1 2024 May 02, 2024	BUY	$24.7 - $24.84 $398,756 - $401,016	16,144 Added 51.41%	47,547 $1.18 Million
Q4 2023 Feb 05, 2024	BUY	$24.29 - $24.76 $345,719 - $352,409	14,233 Added 82.89%	31,403 $777,000
Q3 2023 Nov 07, 2023	BUY	$24.29 - $24.48 $417,059 - $420,321	17,170 New	17,170 $418,000

Others Institutions Holding IBDQ

# of Institutions

418

Shares Held

94.2M

Call Options Held

Put Options Held

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About ISHARES IBONDS DEC 2025 TERM C

Ticker IBDQ
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Kestra Private Wealth Services, LLC Ishares Ibonds Dec 2025 Term C Transaction History