Sightline Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Sightline Wealth Advisors, LLC

  • $181 Million
  • Q3 2024

A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 16,020 shares of IBDT stock, worth $398,737. This represents 0.23% of its overall portfolio holdings.

Number of Shares
16,020
Previous 12,429 28.89%
Holding current value
$398,737
Previous $307,000 32.9%
% of portfolio
0.23%
Previous 0.19%

Shares

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

Oct 21, 2024
BUY
$24.62 - $25.59 $88,410 - $91,893
3,591 Added 28.89%
16,020 $408,000
Q2 2024

Aug 02, 2024
BUY
$24.4 - $24.86 $303,267 - $308,984
12,429 New
12,429 $307,000

Others Institutions Holding IBDT

# of Institutions
302
Shares Held
67.5M
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 Sightline Wealth Advisors, LLC Portfolio

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

News

Stay updated on Sightline Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email