Kestra Private Wealth Services, LLC Ishares Tr Ibonds December 202 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 December 202 stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 44,895 shares of IBMO stock, worth $1.15 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
44,895
Previous 27,195 65.09%
Holding current value
$1.15 Million
Previous $697,000 63.99%
% 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
$25.4 - $25.62 $449,580 - $453,474
17,700 Added 65.09%
44,895 $1.14 Million
Q3 2024

Nov 13, 2024
BUY
$25.26 - $25.66 $5,329 - $5,414
211 Added 0.78%
27,195 $697,000
Q2 2024

Aug 12, 2024
BUY
$25.16 - $25.33 $678,917 - $683,504
26,984 New
26,984 $683,000

Others Institutions Holding IBMO

# of Institutions
191
Shares Held
19.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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