Leo Wealth, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Leo Wealth, LLC

  • $1.09 Trillion
  • Q3 2024

A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 110,061 shares of IBDS stock, worth $2.65 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
110,061
Previous 80,708 36.37%
Holding current value
$2.65 Million
Previous $1.92 Billion 40.05%
% of portfolio
0.25%
Previous 0.2%

Shares

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

Oct 21, 2024
BUY
$23.63 - $24.42 $693,611 - $716,800
29,353 Added 36.37%
110,061 $2.68 Billion
Q2 2024

Jul 17, 2024
BUY
$23.48 - $23.77 $402,235 - $407,203
17,131 Added 26.95%
80,708 $1.92 Billion
Q1 2024

May 09, 2024
BUY
$23.67 - $24.03 $112,053 - $113,758
4,734 Added 8.05%
63,577 $1.51 Billion
Q4 2023

Mar 14, 2024
BUY
$22.84 - $23.94 $1.34 Million - $1.41 Million
58,843 New
58,843 $1.41 Billion

Others Institutions Holding IBDS

# of Institutions
341
Shares Held
83.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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