Kestra Private Wealth Services, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 38,496 shares of IBMN stock, worth $1.03 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
38,496
Previous 26,796 43.66%
Holding current value
$1.03 Million
Previous $714,000 43.42%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$26.55 - $26.67 $310,635 - $312,039
11,700 Added 43.66%
38,496 $1.02 Million
Q3 2024

Nov 13, 2024
BUY
$26.42 - $26.67 $5,574 - $5,627
211 Added 0.79%
26,796 $714,000
Q2 2024

Aug 12, 2024
BUY
$26.34 - $26.49 $700,248 - $704,236
26,585 New
26,585 $704,000

Others Institutions Holding IBMN

# of Institutions
177
Shares Held
18.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

IBMN Quotes by TradingView
  • Ticker IBMN
  • Sector ETFs
  • Industry ETFs
More about IBMN
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