Ishares Tr shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Ishares Tr (IBTM) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $522k | 23k | 23.08 |
| 2025-09-30 | $533k | 23k | 23.13 |
| 2025-06-30 | $634k | 28k | 23.03 |
| 2025-03-31 | $587k | 26k | 22.89 |
| 2024-12-31 | $1.1M | 50k | 22.20 |
| 2024-09-30 | $1.1M | 46k | 23.48 |
| 2024-06-30 | $1.1M | 47k | 22.44 |
| 2024-03-31 | $1.1M | 47k | 22.67 |
| 2023-12-31 | $710k | 31k | 23.11 |
| 2023-09-30 | $636k | 29k | 21.99 |
| 2023-06-30 | $359k | 16k | 23.24 |
| 2023-03-31 | $342k | 14k | 23.89 |
| 2022-12-31 | $682k | 30k | 23.11 |
| 2022-09-30 | $677k | 29k | 23.22 |