Kestra Private Wealth Services, LLC Ishares Tr Ibonds Dec 2027 Ter 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 Dec 2027 Ter stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 27,753 shares of IBTH stock, worth $623,609. This represents 0.01% of its overall portfolio holdings.

Number of Shares

27,753

Previous 24,976 11.12%

Holding current value

$623,609

Previous $561,000 11.23%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$22.36 - $22.52 $62,093 - $62,538	2,777 Added 11.12%	27,753 $624,000
Q2 2025 Aug 07, 2025	BUY	$22.3 - $22.57 $144,972 - $146,727	6,501 Added 35.19%	24,976 $561,000
Q1 2025 May 05, 2025	BUY	$22.11 - $22.43 $59,984 - $60,852	2,713 Added 17.21%	18,475 $414,000
Q4 2024 Jan 28, 2025	BUY	$22.1 - $22.59 $85,018 - $86,903	3,847 Added 32.29%	15,762 $349,000
Q3 2024 Nov 13, 2024	BUY	$21.96 - $22.69 $26,264 - $27,137	1,196 Added 11.16%	11,915 $269,000

Q2 2024 Aug 12, 2024	SELL	$21.83 - $22.09 $96,597 - $97,748	-4,425 Reduced 29.22%	10,719 $236,000
Q1 2024 May 02, 2024	BUY	$22.05 - $22.46 $333,925 - $340,134	15,144 New	15,144 $335,000

Others Institutions Holding IBTH

# of Institutions

287

Shares Held

60.7M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
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Kestra Private Wealth Services, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History