Catalytic Wealth Ria, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Catalytic Wealth Ria, LLC

$3.04 Trillion
Q3 2025

A detailed history of Catalytic Wealth Ria, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 35,638 shares of IBMQ stock, worth $908,769. This represents 0.03% of its overall portfolio holdings.

Number of Shares

35,638

Previous 31,217 14.16%

Holding current value

$908,769

Previous $793 Million 15.2%

% of portfolio

0.03%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$25.37 - $25.79 $112,160 - $114,017	4,421 Added 14.16%	35,638 $914 Million
Q2 2025 Jul 17, 2025	SELL	$24.88 - $25.41 $16,246 - $16,592	-653 Reduced 2.05%	31,217 $793 Million
Q1 2025 May 12, 2025	BUY	$25.08 - $25.39 $28,490 - $28,843	1,136 Added 3.7%	31,870 $806 Million
Q4 2024 Feb 07, 2025	BUY	$25.06 - $25.59 $24,207 - $24,719	966 Added 3.25%	30,734 $774 Million
Q3 2024 Nov 04, 2024	BUY	$24.91 - $25.63 $156,933 - $161,469	6,300 Added 26.85%	29,768 $763 Million

Q2 2024 Jul 31, 2024	BUY	$24.81 - $25.19 $39,224 - $39,825	1,581 Added 7.22%	23,468 $587 Million
Q1 2024 May 10, 2024	BUY	$25.27 - $25.61 $553,084 - $560,526	21,887 New	21,887 $553 Million

Others Institutions Holding IBMQ

# of Institutions

179

Shares Held

18.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBMQ
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Catalytic Wealth Ria, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History