Kestra Private Wealth Services, LLC Ishares Tr Ibonds 2027 Term Hi Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 43,903 shares of IBHG stock, worth $984,744. This represents 0.02% of its overall portfolio holdings.

Number of Shares
43,903
Previous 33,205 32.22%
Holding current value
$984,744
Previous $750,000 30.13%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$22.11 - $22.54 $236,532 - $241,132
10,698 Added 32.22%
43,903 $976,000
Q3 2024

Nov 13, 2024
BUY
$21.89 - $22.6 $201,037 - $207,558
9,184 Added 38.23%
33,205 $750,000
Q2 2024

Aug 12, 2024
BUY
$21.73 - $22.12 $521,976 - $531,344
24,021 New
24,021 $529,000

Others Institutions Holding IBHG

# of Institutions
74
Shares Held
5.02M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS 2027 TERM HI

IBHG Quotes by TradingView
  • Ticker IBHG
More about IBHG
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