A detailed history of Leo Wealth, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Leo Wealth, LLC holds 176,052 shares of IBDP stock, worth $4.43 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
176,052
Previous 208,310 15.49%
Holding current value
$4.43 Million
Previous $5.23 Billion 15.21%
% of portfolio
0.41%
Previous 0.53%

Shares

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

Oct 21, 2024

SELL
$25.04 - $25.21 $807,740 - $813,224
-32,258 Reduced 15.49%
176,052 $4.44 Billion
Q2 2024

Jul 17, 2024

SELL
$24.98 - $25.13 $71,992 - $72,424
-2,882 Reduced 1.36%
208,310 $5.23 Billion
Q1 2024

May 09, 2024

BUY
$24.89 - $25.05 $175,773 - $176,903
7,062 Added 3.46%
211,192 $5.29 Billion
Q4 2023

Mar 14, 2024

BUY
$24.66 - $24.91 $5.03 Million - $5.08 Million
204,130 New
204,130 $5.09 Billion

Others Institutions Holding IBDP

About ISHARES IBONDS DEC 2024 TERM C


  • Ticker IBDP
  • Sector ETFs
  • Industry ETFs
More about IBDP
Track This Portfolio

Track Leo Wealth, LLC Portfolio

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

News

Stay updated on Leo Wealth, LLC with notifications on news.