Kestra Private Wealth Services, LLC Ishares Tr Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 18,248 shares of IBDV stock, worth $402,003. This represents 0.01% of its overall portfolio holdings.
Number of Shares
18,248
Previous 15,064
21.14%
Holding current value
$402,003
Previous $331,000
22.05%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IBDV
# of Institutions
290Shares Held
80.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.63MShares$124 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC5.55MShares$122 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.86MShares$85 Million0.15% of portfolio
-
Capital Investment Advisors, LLC3.68MShares$81.1 Million1.41% of portfolio
-
Capital Advisors Inc2.94MShares$64.9 Million1.11% of portfolio