Kestra Private Wealth Services, LLC Ishares Tr Ibonds 2027 Term Hi 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 Ibonds 2027 Term Hi stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 101,650 shares of IBHG stock, worth $2.27 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
101,650
Previous 87,051 16.77%
Holding current value
$2.27 Million
Previous $1.96 Million 16.51%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$22.38 - $22.53 $326,725 - $328,915
14,599 Added 16.77%
101,650 $2.29 Million
Q2 2025

Aug 07, 2025
BUY
$21.56 - $22.54 $155,749 - $162,828
7,224 Added 9.05%
87,051 $1.96 Million
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
100
Shares Held
9.82M
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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