Wealthspire Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 112,554 shares of IBTG stock, worth $2.58 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

112,554

Previous 101,659 10.72%

Holding current value

$2.58 Million

Previous $2.35 Million 9.47%

% of portfolio

0.03%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$22.72 - $23.0 $247,534 - $250,585	10,895 Added 10.72%	112,554 $2.57 Million
Q3 2024 Nov 13, 2024	BUY	$22.55 - $23.1 $405,561 - $415,453	17,985 Added 21.49%	101,659 $2.35 Million
Q2 2024 Aug 08, 2024	BUY	$22.46 - $22.66 $434,196 - $438,063	19,332 Added 30.05%	83,674 $1.9 Million
Q1 2024 May 06, 2024	BUY	$22.62 - $22.94 $203,851 - $206,735	9,012 Added 16.29%	64,342 $1.46 Million
Q4 2023 Feb 06, 2024	BUY	$22.32 - $22.86 $98,788 - $101,178	4,426 Added 8.69%	55,330 $1.26 Million
Q3 2023 Nov 06, 2023	BUY	$22.4 - $22.75 $398,160 - $404,381	17,775 Added 53.65%	50,904 $1.14 Million
Q2 2023 Jul 31, 2023	BUY	$22.63 - $23.26 $749,709 - $770,580	33,129 New	33,129 $750,000

Others Institutions Holding IBTG

# of Institutions

258

Shares Held

57M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

Ticker IBTG
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History