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

Kestra Private Wealth Services, LLC

  • $5.3 Billion
  • Q3 2024

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 111,398 shares of IBHE stock, worth $2.59 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
111,398
Previous 87,830 26.83%
Holding current value
$2.59 Million
Previous $2.04 Million 27.02%
% of portfolio
0.05%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
114
Shares Held
13.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS 2025 TERM HIGH

IBHE Quotes by TradingView
  • Ticker IBHE
  • Sector ETFs
  • Industry ETFs
More about IBHE
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