Kestra Private Wealth Services, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 15,762 shares of IBTH stock, worth $352,280. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,762
Previous 11,915 32.29%
Holding current value
$352,280
Previous $269,000 29.74%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
234
Shares Held
45.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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