A detailed history of Kestra Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 15,759 shares of IBMQ stock, worth $399,333. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,759
Previous 27,447 42.58%
Holding current value
$399,333
Previous $686,000 41.25%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
$24.91 - $25.63 $291,148 - $299,563
-11,688 Reduced 42.58%
15,759 $403,000
Q2 2024

Aug 14, 2024

BUY
$24.81 - $25.19 $125,439 - $127,360
5,056 Added 22.58%
27,447 $686,000
Q1 2024

May 15, 2024

BUY
$25.27 - $25.61 $205,672 - $208,439
8,139 Added 57.11%
22,391 $565,000
Q4 2023

Feb 14, 2024

BUY
$24.26 - $25.61 $345,753 - $364,993
14,252 New
14,252 $364,000

Others Institutions Holding IBMQ

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBMQ
  • Sector ETFs
  • Industry ETFs
More about IBMQ
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