Kestra Private Wealth Services, LLC Ishares Tr Ibonds 2029 Term Hi Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Ibonds 2029 Term Hi stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 21,500 shares of IBHI stock, worth $505,680. This represents 0.01% of its overall portfolio holdings.
Number of Shares
21,500
Previous 18,124
18.63%
Holding current value
$505,680
Previous $429,000
19.35%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IBHI
# of Institutions
67Shares Held
7.36MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.25MShares$29.3 Million0.0% of portfolio
-
Lbmc Investment Advisors, LLC944KShares$22.2 Million1.47% of portfolio
-
Northwestern Mutual Wealth Management CO823KShares$19.3 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA748KShares$17.6 Million0.09% of portfolio
-
Keeler T Homas Management LLC398KShares$9.36 Million4.06% of portfolio