Montis Financial, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Montis Financial, LLC

$322 Million
Q4 2024

A detailed history of Montis Financial, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Montis Financial, LLC holds 10,155 shares of IBDT stock, worth $254,179. This represents 0.08% of its overall portfolio holdings.

Number of Shares

10,155

Holding current value

$254,179

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$24.82 - $25.48 $252,047 - $258,749	10,155 New	10,155 $252,000

Others Institutions Holding IBDT

# of Institutions

338

Shares Held

78.3M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

7.67M
Shares

$192 Million
0.02% of portfolio
Morgan Stanley New York, NY

3.55M
Shares

$88.9 Million
0.01% of portfolio
Capital Investment Advisors, LLC

2.78M
Shares

$69.7 Million
1.44% of portfolio
Capital Advisors Inc

2.7M
Shares

$67.5 Million
1.38% of portfolio
Envestnet Asset Management Inc

2.15M
Shares

$53.7 Million
0.02% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
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Montis Financial, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History