Baron Silver Stevens Financial Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Baron Silver Stevens Financial Advisors, LLC

$587 Million
Q4 2024

A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 36,437 shares of IBDT stock, worth $909,831. This represents 0.15% of its overall portfolio holdings.

Number of Shares

36,437

Previous 32,227 13.06%

Holding current value

$909,831

Previous $822,000 10.34%

% of portfolio

0.15%

Previous 0.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$24.82 - $25.48 $104,492 - $107,270	4,210 Added 13.06%	36,437 $907,000
Q3 2024 Oct 28, 2024	BUY	$24.62 - $25.59 $7,804 - $8,112	317 Added 0.99%	32,227 $822,000
Q2 2024 Jul 18, 2024	BUY	$24.4 - $24.86 $7,759 - $7,905	318 Added 1.01%	31,910 $790,000
Q1 2024 May 02, 2024	BUY	$24.69 - $25.14 $81,847 - $83,339	3,315 Added 11.72%	31,592 $786,000
Q4 2023 Feb 07, 2024	BUY	$23.63 - $25.1 $668,185 - $709,752	28,277 New	28,277 $709,000

Others Institutions Holding IBDT

# of Institutions

325

Shares Held

73.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

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Baron Silver Stevens Financial Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History