A detailed history of Kestra Advisory Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 158,121 shares of IBDV stock, worth $3.47 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
158,121
Previous 120,818 30.88%
Holding current value
$3.47 Million
Previous $2.62 Million 32.43%
% of portfolio
0.02%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$21.28 - $21.98 $793,807 - $819,919
37,303 Added 30.88%
158,121 $3.48 Million
Q1 2025

May 14, 2025

SELL
$21.11 - $21.73 $329,527 - $339,205
-15,610 Reduced 11.44%
120,818 $2.62 Million
Q4 2024

Feb 10, 2025

BUY
$21.24 - $22.15 $611,181 - $637,366
28,775 Added 26.73%
136,428 $2.91 Million
Q3 2024

Nov 13, 2024

SELL
$21.11 - $22.24 $180,680 - $190,352
-8,559 Reduced 7.36%
107,653 $2.39 Million
Q2 2024

Aug 14, 2024

BUY
$20.82 - $21.38 $54,652 - $56,122
2,625 Added 2.31%
116,212 $2.47 Million
Q1 2024

May 15, 2024

BUY
$21.16 - $21.68 $287,966 - $295,043
13,609 Added 13.61%
113,587 $2.43 Million
Q4 2023

Feb 14, 2024

BUY
$19.85 - $21.72 $1.98 Million - $2.17 Million
99,978 New
99,978 $2.16 Million

Others Institutions Holding IBDV

About ISHARES TR


  • Ticker IBDV
  • Sector Technology
More about IBDV
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