Kestra Advisory Services, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Kestra Advisory Services, LLC

$14.4 Billion
Q1 2024

A detailed history of Kestra Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 196,803 shares of IBDW stock, worth $3.98 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

196,803

Previous 163,480 20.38%

Holding current value

$3.98 Million

Previous $3.4 Million 18.76%

% of portfolio

0.03%

Previous 0.03%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$20.24 - $20.75 $674,457 - $691,452	33,323 Added 20.38%	196,803 $4.03 Million
Q4 2023 Feb 14, 2024	BUY	$18.79 - $20.85 $3.07 Million - $3.41 Million	163,480 New	163,480 $3.4 Million
Q1 2023 May 12, 2023	SELL	$19.77 - $21.01 $4.72 Million - $5.02 Million	-238,974 Reduced 64.1%	133,828 $2.76 Million
Q4 2022 Jan 31, 2023	BUY	$19.19 - $20.59 $7.15 Million - $7.68 Million	372,802 New	372,802 $7.42 Million

Others Institutions Holding IBDW

# of Institutions

126

Shares Held

31.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Kestra Advisory Services, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History