A detailed history of Lido Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Lido Advisors, LLC holds 26,725 shares of IBMQ stock, worth $671,599. This represents 0.0% of its overall portfolio holdings.

Number of Shares
26,725
Previous 12,983 105.85%
Holding current value
$671,599
Previous $324,000 111.11%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$24.91 - $25.63 $342,313 - $352,207
13,742 Added 105.85%
26,725 $684,000
Q2 2024

Aug 14, 2024

SELL
$24.81 - $25.19 $35,006 - $35,543
-1,411 Reduced 9.8%
12,983 $324,000
Q1 2024

May 15, 2024

SELL
$25.27 - $25.61 $2,703 - $2,740
-107 Reduced 0.74%
14,394 $363,000
Q4 2023

Feb 14, 2024

BUY
$24.26 - $25.61 $33,308 - $35,162
1,373 Added 10.46%
14,501 $371,000
Q3 2023

Nov 14, 2023

BUY
$24.41 - $25.28 $320,454 - $331,875
13,128 New
13,128 $320,000

Others Institutions Holding IBMQ

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBMQ
  • Sector ETFs
  • Industry ETFs
More about IBMQ
Track This Portfolio

Track Lido Advisors, LLC Portfolio

Follow Lido Advisors, 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 Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.