Allworth Financial LP Ishares Tr Ibonds Dec 2027 Ter Transaction History

Allworth Financial LP

  • $22 Billion
  • Q3 2025

A detailed history of Allworth Financial LP transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Allworth Financial LP holds 262,825 shares of IBDS stock, worth $6.38 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
262,825
Previous 235,615 11.55%
Holding current value
$6.38 Million
Previous $5.72 Million 11.87%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Dec 02, 2025
BUY
$24.14 - $24.34 $656,849 - $662,291
27,210 Added 11.55%
262,825 $6.4 Million
Q2 2025

Aug 07, 2025
BUY
$23.96 - $24.27 $25,685 - $26,017
1,072 Added 0.46%
235,615 $5.72 Million
Q1 2025

Apr 30, 2025
SELL
$23.9 - $24.18 $58,698 - $59,386
-2,456 Reduced 1.04%
234,543 $5.67 Million
Q4 2024

Jan 30, 2025
BUY
$23.88 - $24.32 $2.39 Million - $2.43 Million
100,005 Added 73.0%
236,999 $5.68 Million
Q3 2024

Oct 23, 2024
BUY
$23.63 - $24.42 $9,357 - $9,670
396 Added 0.29%
136,994 $3.34 Million
Q2 2024

Jul 23, 2024
BUY
$23.48 - $23.77 $592,306 - $599,622
25,226 Added 22.65%
136,598 $3.24 Million
Q1 2024

Apr 25, 2024
SELL
$23.67 - $24.03 $724,822 - $735,846
-30,622 Reduced 21.57%
111,372 $2.65 Million
Q4 2023

Jan 24, 2024
BUY
$22.84 - $23.94 $2.74 Million - $2.87 Million
120,056 Added 547.25%
141,994 $3.4 Million
Q3 2023

Oct 31, 2023
BUY
$23.07 - $23.6 $899 - $920
39 Added 0.18%
21,938 $507,000
Q2 2023

Jul 18, 2023
SELL
$23.39 - $23.94 $29,564 - $30,260
-1,264 Reduced 5.46%
21,899 $514,000
Q1 2023

Apr 18, 2023
BUY
$23.15 - $24.01 $37,618 - $39,016
1,625 Added 7.54%
23,163 $551,000
Q4 2022

Jan 13, 2023
BUY
$22.55 - $23.67 $456,366 - $479,033
20,238 Added 1556.77%
21,538 $0
Q4 2020

Jan 26, 2021
BUY
$27.04 - $27.57 $35,152 - $35,841
1,300 New
1,300 $36,000

Others Institutions Holding IBDS

# of Institutions
434
Shares Held
110M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP 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 Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email