Kestra Private Wealth Services, LLC Ishares Ibonds 2025 Term High Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 136,256 shares of IBHE stock, worth $3.15 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
136,256
Previous 162,506
16.15%
Holding current value
$3.15 Million
Previous $3.78 Million
16.3%
% of portfolio
0.04%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding IBHE
# of Institutions
153Shares Held
14.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.29MShares$29.9 Million0.01% of portfolio
-
Sky View Investment Advisors, LLC Shrewsbury, NJ970KShares$22.4 Million3.23% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL907KShares$21 Million0.03% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS875KShares$20.2 Million0.23% of portfolio
-
Morgan Stanley New York, NY793KShares$18.4 Million0.0% of portfolio