Keystone Wealth Services, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Keystone Wealth Services, LLC

  • $340 Million
  • Q1 2025

A detailed history of Keystone Wealth Services, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 12,720 shares of IBDT stock, worth $319,526. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,720
Previous 14,945 14.89%
Holding current value
$319,526
Previous $372,000 13.71%
% of portfolio
0.09%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$24.79 - $25.26 $55,157 - $56,203
-2,225 Reduced 14.89%
12,720 $321,000
Q4 2024

Feb 06, 2025
SELL
$24.82 - $25.48 $7,793 - $8,000
-314 Reduced 2.06%
14,945 $372,000
Q3 2024

Oct 15, 2024
SELL
$24.62 - $25.59 $45,645 - $47,443
-1,854 Reduced 10.83%
15,259 $389,000
Q2 2024

Jul 12, 2024
SELL
$24.4 - $24.86 $88,425 - $90,092
-3,624 Reduced 17.48%
17,113 $423,000
Q1 2024

Apr 12, 2024
SELL
$24.69 - $25.14 $93,377 - $95,079
-3,782 Reduced 15.42%
20,737 $516,000
Q4 2023

Jan 17, 2024
BUY
$23.63 - $25.1 $4,442 - $4,718
188 Added 0.77%
24,519 $615,000
Q3 2023

Oct 05, 2023
SELL
$23.94 - $24.67 $29,948 - $30,862
-1,251 Reduced 4.89%
24,331 $584,000
Q2 2023

Jul 20, 2023
BUY
$24.43 - $25.1 $172,720 - $177,457
7,070 Added 38.19%
25,582 $626,000
Q1 2023

Apr 07, 2023
BUY
$24.16 - $25.2 $115,992 - $120,985
4,801 Added 35.02%
18,512 $461,000
Q4 2022

Feb 09, 2023
BUY
$23.29 - $24.79 $319,329 - $339,895
13,711 New
13,711 $333,000

Others Institutions Holding IBDT

# of Institutions
345
Shares Held
83.2M
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
Track This Portfolio

Track Keystone Wealth Services, LLC Portfolio

Follow Keystone Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email