Kestra Private Wealth Services, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Kestra Private Wealth Services, LLC

  • $5.3 Billion
  • Q3 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 47,750 shares of IBDR stock, worth $1.13 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
47,750
Previous 46,777 2.08%
Holding current value
$1.13 Million
Previous $1.11 Million 1.8%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024
BUY
$23.75 - $23.75 $23,108 - $23,108
973 Added 2.08%
47,750 $1.13 Million
Q2 2024

Aug 12, 2024
BUY
$23.65 - $23.82 $262,373 - $264,259
11,094 Added 31.09%
46,777 $1.11 Million
Q1 2024

May 02, 2024
BUY
$23.76 - $23.98 $231,755 - $233,900
9,754 Added 37.62%
35,683 $851,000
Q4 2023

Feb 05, 2024
BUY
$23.15 - $23.9 $134,617 - $138,978
5,815 Added 28.91%
25,929 $619,000
Q3 2023

Nov 07, 2023
BUY
$23.28 - $23.6 $109,625 - $111,132
4,709 Added 30.57%
20,114 $469,000
Q2 2023

Aug 08, 2023
BUY
$23.42 - $23.83 $360,785 - $367,101
15,405 New
15,405 $361,000

Others Institutions Holding IBDR

# of Institutions
370
Shares Held
88.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth 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 Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email