Gratus Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Gratus Wealth Advisors, LLC

  • $625 Billion
  • Q4 2024

A detailed history of Gratus Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 1,245,220 shares of IBDS stock, worth $30 Million. This represents 4.77% of its overall portfolio holdings.

Number of Shares
1,245,220
Previous 1,209,911 2.92%
Holding current value
$30 Million
Previous $29.2 Billion 2.19%
% of portfolio
4.77%
Previous 4.77%

Shares

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

Feb 13, 2025
BUY
$23.88 - $24.32 $843,178 - $858,714
35,309 Added 2.92%
1,245,220 $29.8 Billion
Q3 2024

Oct 08, 2024
BUY
$23.63 - $24.42 $1.36 Million - $1.4 Million
57,461 Added 4.99%
1,209,911 $29.2 Billion
Q2 2024

Jul 22, 2024
BUY
$23.48 - $23.77 $97,559 - $98,764
4,155 Added 0.36%
1,152,450 $27.5 Billion
Q1 2024

May 09, 2024
BUY
$23.67 - $24.03 $2.48 Million - $2.52 Million
104,839 Added 10.05%
1,148,295 $27 Billion
Q4 2023

May 09, 2024
BUY
$22.84 - $23.94 $23.8 Million - $25 Million
1,043,456 New
1,043,456 $25 Billion

Others Institutions Holding IBDS

# of Institutions
377
Shares Held
99.4M
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
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