Leo Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Leo Wealth, LLC

  • $1.12 Trillion
  • Q4 2024

A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 140,647 shares of IBDR stock, worth $3.34 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
140,647
Previous 172,436 18.44%
Holding current value
$3.34 Million
Previous $4.19 Billion 19.21%
% of portfolio
0.3%
Previous 0.38%

Shares

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

Jan 27, 2025
SELL
N/A
-31,789 Reduced 18.44%
140,647 $3.39 Billion
Q3 2024

Oct 21, 2024
SELL
$23.75 - $23.75 $197,148 - $197,148
-8,301 Reduced 4.59%
172,436 $4.19 Billion
Q2 2024

Jul 17, 2024
BUY
$23.65 - $23.82 $439,227 - $442,385
18,572 Added 11.45%
180,737 $4.31 Billion
Q1 2024

May 09, 2024
BUY
$23.76 - $23.98 $398,621 - $402,312
16,777 Added 11.54%
162,165 $3.87 Billion
Q4 2023

Mar 14, 2024
BUY
$23.15 - $23.9 $3.37 Million - $3.47 Million
145,388 New
145,388 $3.47 Billion

Others Institutions Holding IBDR

# of Institutions
383
Shares Held
92.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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