Gratus Wealth Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Gratus Wealth Advisors, LLC

  • $660 Billion
  • Q2 2025

A detailed history of Gratus Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 12,693 shares of IBDW stock, worth $266,426. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,693
Previous 9,708 30.75%
Holding current value
$266,426
Previous $201 Million 32.58%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$20.23 - $21.04 $60,386 - $62,804
2,985 Added 30.75%
12,693 $267 Million
Q1 2025

May 06, 2025
BUY
$20.1 - $20.8 $195,130 - $201,926
9,708 New
9,708 $201 Million

Others Institutions Holding IBDW

# of Institutions
219
Shares Held
61.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
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