Kestra Private Wealth Services, LLC Ishares Ibonds 2025 Term High Transaction History

Kestra Private Wealth Services, LLC

$5.74 Billion
Q1 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 160,857 shares of IBHE stock, worth $3.72 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

160,857

Previous 136,960 17.45%

Holding current value

$3.72 Million

Previous $3.18 Million 17.66%

% of portfolio

0.07%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$23.16 - $23.32 $553,454 - $557,278	23,897 Added 17.45%	160,857 $3.74 Million
Q4 2024 Jan 28, 2025	BUY	$23.08 - $23.28 $589,970 - $595,083	25,562 Added 22.95%	136,960 $3.18 Million
Q3 2024 Nov 13, 2024	BUY	$23.03 - $23.3 $542,771 - $549,134	23,568 Added 26.83%	111,398 $2.6 Million
Q2 2024 Aug 12, 2024	BUY	$23.19 - $23.37 $562,566 - $566,932	24,259 Added 38.16%	87,830 $2.04 Million
Q1 2024 May 02, 2024	BUY	$23.04 - $23.43 $842,365 - $856,624	36,561 Added 135.36%	63,571 $1.49 Million
Q4 2023 Feb 05, 2024	BUY	$22.62 - $23.26 $610,966 - $628,252	27,010 New	27,010 $623,000

Others Institutions Holding IBHE

# of Institutions

150

Shares Held

15.7M

Call Options Held

Put Options Held

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About ISHARES IBONDS 2025 TERM HIGH

Ticker IBHE
Sector ETFs
Industry ETFs

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Kestra Private Wealth Services, LLC Ishares Ibonds 2025 Term High Transaction History