Centric Wealth Management Ishares Tr Ibonds Dec 2028 Ter Transaction History

Centric Wealth Management

  • $350 Million
  • Q4 2024

A detailed history of Centric Wealth Management transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Centric Wealth Management holds 143,675 shares of IBDT stock, worth $3.6 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
143,675
Previous 102,848 39.7%
Holding current value
$3.6 Million
Previous $2.63 Million 36.27%
% of portfolio
1.02%
Previous 0.69%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$24.82 - $25.48 $1.01 Million - $1.04 Million
40,827 Added 39.7%
143,675 $3.58 Million
Q3 2024

Nov 14, 2024
BUY
$24.62 - $25.59 $2.53 Million - $2.63 Million
102,848 New
102,848 $2.63 Million

Others Institutions Holding IBDT

# of Institutions
340
Shares Held
77.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBDT Quotes by TradingView
  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
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