Laurel Wealth Advisors LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Laurel Wealth Advisors LLC

$626 Million
Q4 2024

A detailed history of Laurel Wealth Advisors LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Laurel Wealth Advisors LLC holds 130,403 shares of IBDT stock, worth $3.29 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

130,403

Previous 107,428 21.39%

Holding current value

$3.29 Million

Previous $2.74 Million 18.42%

% of portfolio

0.52%

Previous 0.44%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$24.82 - $25.48 $570,239 - $585,403	22,975 Added 21.39%	130,403 $3.25 Million
Q3 2024 Nov 05, 2024	BUY	$24.62 - $25.59 $334,832 - $348,024	13,600 Added 14.49%	107,428 $2.74 Million
Q2 2024 Jul 31, 2024	BUY	$24.4 - $24.86 $479,582 - $488,623	19,655 Added 26.5%	93,828 $2.32 Million
Q1 2024 May 13, 2024	BUY	$24.69 - $25.14 $537,575 - $547,373	21,773 Added 41.55%	74,173 $1.85 Million
Q4 2023 Feb 13, 2024	BUY	$23.63 - $25.1 $894,395 - $950,035	37,850 Added 260.14%	52,400 $1.31 Million
Q3 2023 Nov 14, 2023	BUY	$23.94 - $24.67 $278,901 - $287,405	11,650 Added 401.72%	14,550 $349,000
Q1 2023 May 08, 2023	BUY	$24.16 - $25.2 $60,400 - $63,000	2,500 Added 625.0%	2,900 $72,000
Q4 2022 Feb 07, 2023	BUY	$23.29 - $24.79 $9,316 - $9,916	400 New	400 $9,000

Others Institutions Holding IBDT

# of Institutions

344

Shares Held

78M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

More about IBDT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Laurel Wealth Advisors LLC with notifications on news.

Account

Laurel Wealth Advisors LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History