Kestra Private Wealth Services, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Kestra Private Wealth Services, LLC

$5.3 Billion
Q3 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 58,932 shares of IBTE stock, worth $1.41 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

58,932

Previous 64,158 8.15%

Holding current value

$1.41 Million

Previous $1.54 Million 8.06%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$23.88 - $24.01 $124,796 - $125,476	-5,226 Reduced 8.15%	58,932 $1.41 Million
Q2 2024 Aug 12, 2024	SELL	$23.85 - $23.98 $136,946 - $137,693	-5,742 Reduced 8.21%	64,158 $1.54 Million
Q1 2024 May 02, 2024	BUY	$23.85 - $23.95 $92,633 - $93,021	3,884 Added 5.88%	69,900 $1.67 Million
Q4 2023 Feb 05, 2024	BUY	$23.75 - $23.91 $749,288 - $754,336	31,549 Added 91.53%	66,016 $1.58 Million
Q3 2023 Nov 07, 2023	BUY	$23.72 - $23.85 $346,572 - $348,472	14,611 Added 73.58%	34,467 $821,000
Q2 2023 Aug 08, 2023	BUY	$23.77 - $24.01 $471,977 - $476,742	19,856 New	19,856 $472,000

Others Institutions Holding IBTE

# of Institutions

243

Shares Held

56M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2024 TER

Ticker IBTE
Sector ETFs
Industry ETFs

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Kestra Private Wealth Services, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History