A detailed history of Kestra Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 45,628 shares of IBTM stock, worth $1.02 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
45,628
Previous 47,397 3.73%
Holding current value
$1.02 Million
Previous $1.06 Million 0.75%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

SELL
$22.2 - $23.71 $39,271 - $41,942
-1,769 Reduced 3.73%
45,628 $1.07 Million
Q2 2024

Aug 14, 2024

BUY
$21.86 - $22.64 $2,776 - $2,875
127 Added 0.27%
47,397 $1.06 Million
Q1 2024

May 15, 2024

BUY
$22.42 - $23.2 $371,364 - $384,284
16,564 Added 53.94%
47,270 $1.07 Million
Q4 2023

Feb 14, 2024

BUY
$21.34 - $23.25 $38,412 - $41,850
1,800 Added 6.23%
30,706 $709,000
Q3 2023

Nov 09, 2023

BUY
$21.92 - $23.36 $294,955 - $314,332
13,456 Added 87.09%
28,906 $635,000
Q2 2023

Aug 11, 2023

BUY
$23.2 - $24.19 $26,610 - $27,745
1,147 Added 8.02%
15,450 $359,000
Q1 2023

May 12, 2023

SELL
$22.73 - $24.08 $345,450 - $365,967
-15,198 Reduced 51.52%
14,303 $341,000
Q4 2022

Jan 31, 2023

BUY
$22.37 - $23.94 $7,807 - $8,355
349 Added 1.2%
29,501 $681,000
Q3 2022

Nov 01, 2022

BUY
$22.84 - $25.65 $665,831 - $747,748
29,152 New
29,152 $677 Million

Others Institutions Holding IBTM

About ISHARES TR IBONDS DEC 2032 TER


  • Ticker IBTM
More about IBTM
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.