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

Kestra Private Wealth Services, LLC

  • $5.74 Billion
  • Q1 2025

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 79,827 shares of IBHG stock, worth $1.79 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
79,827
Previous 43,903 81.83%
Holding current value
$1.79 Million
Previous $976,000 82.58%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$22.21 - $22.56 $797,872 - $810,445
35,924 Added 81.83%
79,827 $1.78 Million
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
80
Shares Held
12.3M
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
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