Vista Private Wealth Partners. LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 567,452 shares of IBTH stock, worth $12.6 Million. This represents 4.92% of its overall portfolio holdings.

Number of Shares

567,452

Previous 547,048 3.73%

Holding current value

$12.6 Million

Previous $12.4 Million 3.73%

% of portfolio

4.92%

Previous 4.74%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 03, 2024	BUY	$21.96 - $22.69 $448,071 - $462,966	20,404 Added 3.73%	567,452 $12.8 Million
Q2 2024 Aug 05, 2024	BUY	$21.83 - $22.09 $11.9 Million - $12.1 Million	547,048 New	547,048 $12.1 Million
Q3 2023 Oct 10, 2023	BUY	$21.77 - $22.29 $143,181 - $146,601	6,577 Added 8.7%	82,178 $1.8 Million
Q2 2023 Jul 17, 2023	BUY	$22.15 - $22.9 $169,691 - $175,436	7,661 Added 11.28%	75,601 $1.67 Million
Q1 2023 May 09, 2023	BUY	$21.92 - $22.83 $1.05 Million - $1.09 Million	47,698 Added 235.64%	67,940 $1.54 Million
Q4 2022 Jan 12, 2023	BUY	$21.81 - $22.62 $441,478 - $457,874	20,242 New	20,242 $0

Others Institutions Holding IBTH

# of Institutions

199

Shares Held

32.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

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Vista Private Wealth Partners. LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History