Kestra Private Wealth Services, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Kestra Private Wealth Services, LLC

  • $7.43 Billion
  • Q4 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 21,589 shares of IBMQ stock, worth $550,519. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,589
Previous 9,552 126.02%
Holding current value
$550,519
Previous $244,000 125.41%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
BUY
$25.48 - $25.62 $306,702 - $308,387
12,037 Added 126.02%
21,589 $550,000
Q3 2025

Nov 14, 2025
BUY
$25.37 - $25.79 $38,587 - $39,226
1,521 Added 18.94%
9,552 $244,000
Q2 2025

Aug 07, 2025
BUY
$24.88 - $25.41 $199,811 - $204,067
8,031 New
8,031 $204,000

Others Institutions Holding IBMQ

# of Institutions
185
Shares Held
18.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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