A detailed history of Kestra Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 9,293 shares of IBMM stock, worth $242,640. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,293
Previous 9,264 0.31%
Holding current value
$242,640
Previous $241,000 0.41%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$25.97 - $26.11 $753 - $757
29 Added 0.31%
9,293 $242,000
Q2 2024

Aug 14, 2024

BUY
$25.91 - $26.05 $240,030 - $241,327
9,264 New
9,264 $241,000
Q1 2023

May 12, 2023

BUY
$25.61 - $25.94 $206,237 - $208,894
8,053 New
8,053 $208,000
Q1 2022

Apr 26, 2022

SELL
$25.96 - $26.83 $223,749 - $231,247
-8,619 Closed
0 $0
Q4 2021

Jan 20, 2022

SELL
$26.81 - $26.95 $3,297 - $3,314
-123 Reduced 1.41%
8,619 $231,000
Q3 2021

Oct 19, 2021

BUY
$26.94 - $27.08 $134 - $135
5 Added 0.06%
8,742 $235,000
Q2 2021

Jul 28, 2021

BUY
$26.95 - $27.11 $10,106 - $10,166
375 Added 4.48%
8,737 $235,000
Q1 2021

May 10, 2021

SELL
$26.92 - $27.14 $25,035 - $25,240
-930 Reduced 10.01%
8,362 $225,000
Q4 2020

Jan 20, 2021

SELL
$26.98 - $27.12 $64,563 - $64,898
-2,393 Reduced 20.48%
9,292 $252 Million
Q3 2020

Nov 12, 2020

BUY
$26.96 - $27.23 $315,027 - $318,182
11,685 New
11,685 $317 Million

Others Institutions Holding IBMM

About ISHARES TR IBONDS DEC 2024 TER


  • Ticker IBMM
  • Sector ETFs
  • Industry ETFs
More about IBMM
Track This Portfolio

Track Kestra Advisory Services, LLC Portfolio

Follow Kestra Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.