Allworth Financial LP Ishares Tr Ibonds Dec 2028 Ter Transaction History

Allworth Financial LP

$17.3 Billion
Q4 2024

A detailed history of Allworth Financial LP transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Allworth Financial LP holds 137,476 shares of IBDT stock, worth $3.45 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

137,476

Previous 99,583 38.05%

Holding current value

$3.45 Million

Previous $2.54 Million 34.66%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$24.82 - $25.48 $940,504 - $965,513	37,893 Added 38.05%	137,476 $3.42 Million
Q3 2024 Oct 23, 2024	BUY	$24.62 - $25.59 $7,361 - $7,651	299 Added 0.3%	99,583 $2.54 Million
Q2 2024 Jul 23, 2024	BUY	$24.4 - $24.86 $646,112 - $658,292	26,480 Added 36.37%	99,284 $2.46 Million
Q1 2024 Apr 25, 2024	SELL	$24.69 - $25.14 $952,490 - $969,850	-38,578 Reduced 34.64%	72,804 $1.81 Million
Q4 2023 Jan 24, 2024	BUY	$23.63 - $25.1 $2.59 Million - $2.75 Million	109,498 Added 5812.0%	111,382 $2.79 Million
Q2 2023 Jul 18, 2023	SELL	$24.43 - $25.1 $30,830 - $31,676	-1,262 Reduced 40.11%	1,884 $46,000
Q4 2022 Jan 13, 2023	BUY	$23.29 - $24.79 $43,878 - $46,704	1,884 Added 149.29%	3,146 $0
Q4 2020 Jan 26, 2021	BUY	$28.93 - $29.6 $36,509 - $37,355	1,262 New	1,262 $37,000

Others Institutions Holding IBDT

# of Institutions

318

Shares Held

70.8M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
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Allworth Financial LP Ishares Tr Ibonds Dec 2028 Ter Transaction History