Wealthspire Advisors, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 131,295 shares of IBTE stock, worth $3.13 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

131,295

Previous 154,866 15.22%

Holding current value

$3.13 Million

Previous $3.71 Million 15.14%

% of portfolio

0.03%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$23.88 - $24.01 $562,875 - $565,939	-23,571 Reduced 15.22%	131,295 $3.15 Million
Q2 2024 Aug 08, 2024	SELL	$23.85 - $23.98 $36,061 - $36,257	-1,512 Reduced 0.97%	154,866 $3.71 Million
Q1 2024 May 06, 2024	SELL	$23.85 - $23.95 $128,551 - $129,090	-5,390 Reduced 3.33%	156,378 $3.74 Million
Q4 2023 Feb 06, 2024	BUY	$23.75 - $23.91 $622,653 - $626,848	26,217 Added 19.34%	161,768 $3.86 Million
Q3 2023 Nov 06, 2023	BUY	$23.72 - $23.85 $379,235 - $381,313	15,988 Added 13.37%	135,551 $3.23 Million
Q2 2023 Jul 31, 2023	BUY	$23.77 - $24.01 $226,147 - $228,431	9,514 Added 8.65%	119,563 $2.85 Million
Q1 2023 May 09, 2023	BUY	$23.67 - $24.08 $1.26 Million - $1.28 Million	53,352 Added 94.1%	110,049 $2.64 Million
Q4 2022 Feb 13, 2023	BUY	$23.73 - $23.95 $1.35 Million - $1.36 Million	56,697 New	56,697 $1.35 Million

Others Institutions Holding IBTE

# of Institutions

295

Shares Held

61.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2024 TER

Ticker IBTE
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History