Instrumental Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Instrumental Wealth, LLC

  • $106 Billion
  • Q4 2024

A detailed history of Instrumental Wealth, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Instrumental Wealth, LLC holds 76,307 shares of IBDT stock, worth $1.92 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares
76,307
Previous 71,736 6.37%
Holding current value
$1.92 Million
Previous $1.81 Billion 5.57%
% of portfolio
1.81%
Previous 1.77%

Shares

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

Feb 24, 2025
BUY
$24.82 - $25.48 $113,452 - $116,469
4,571 Added 6.37%
76,307 $1.91 Billion
Q3 2024

Oct 15, 2024
BUY
$24.62 - $25.59 $60,072 - $62,439
2,440 Added 3.52%
71,736 $1.81 Billion
Q2 2024

Jul 26, 2024
BUY
$24.4 - $24.86 $150,718 - $153,560
6,177 Added 9.79%
69,296 $1.73 Billion
Q1 2024

May 29, 2024
BUY
$24.69 - $25.14 $474,196 - $482,838
19,206 Added 43.74%
63,119 $1.55 Billion
Q4 2023

Jan 25, 2024
BUY
$23.63 - $25.1 $1.04 Million - $1.1 Million
43,913 New
43,913 $1.09 Billion

Others Institutions Holding IBDT

# of Institutions
341
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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