Vista Private Wealth Partners. LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Vista Private Wealth Partners. LLC

  • $261 Million
  • Q3 2024

A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 555,420 shares of IBTG stock, worth $12.7 Million. This represents 4.91% of its overall portfolio holdings.

Number of Shares
555,420
Previous 555,420 -0.0%
Holding current value
$12.7 Million
Previous $12.6 Million 1.81%
% of portfolio
4.91%
Previous 5.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$22.46 - $22.66 $12.5 Million - $12.6 Million
555,420 New
555,420 $12.6 Million
Q3 2023

Oct 10, 2023
BUY
$22.4 - $22.75 $234,505 - $238,169
10,469 Added 7.28%
154,326 $3.47 Million
Q2 2023

Jul 17, 2023
BUY
$22.63 - $23.26 $353,774 - $363,623
15,633 Added 12.19%
143,857 $3.26 Million
Q1 2023

May 09, 2023
BUY
$22.41 - $23.23 $1.6 Million - $1.66 Million
71,571 Added 126.33%
128,224 $2.96 Million
Q4 2022

Jan 12, 2023
BUY
$22.35 - $22.99 $1.27 Million - $1.3 Million
56,653 New
56,653 $0

Others Institutions Holding IBTG

# of Institutions
208
Shares Held
38.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBTG Quotes by TradingView
  • Ticker IBTG
  • Sector ETFs
  • Industry ETFs
More about IBTG
Track This Portfolio

Track Vista Private Wealth Partners. LLC Portfolio

Follow Vista Private Wealth Partners. 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 Vista Private Wealth Partners. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Private Wealth Partners. LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email