Allworth Financial LP Ishares Tr Ibonds Dec 2028 Ter Transaction History

Allworth Financial LP

$20.2 Billion
Q2 2025

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 145,592 shares of IBTI stock, worth $3.25 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

145,592

Previous 97,875 48.75%

Holding current value

$3.25 Million

Previous $2.18 Million 49.52%

% of portfolio

0.02%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$22.09 - $22.44 $1.05 Million - $1.07 Million	47,717 Added 48.75%	145,592 $3.26 Million
Q1 2025 Apr 30, 2025	BUY	$21.77 - $22.25 $44,062 - $45,034	2,024 Added 2.11%	97,875 $2.18 Million
Q4 2024 Jan 30, 2025	BUY	$21.81 - $22.48 $344,816 - $355,408	15,810 Added 19.75%	95,851 $2.1 Million
Q3 2024 Oct 23, 2024	SELL	$21.7 - $22.6 $87,950 - $91,597	-4,053 Reduced 4.82%	80,041 $1.8 Million
Q2 2024 Jul 23, 2024	SELL	$21.51 - $21.88 $383,351 - $389,945	-17,822 Reduced 17.49%	84,094 $1.84 Million
Q1 2024 Apr 25, 2024	SELL	$21.79 - $22.29 $1.09 Million - $1.11 Million	-49,872 Reduced 32.86%	101,916 $2.24 Million
Q4 2023 Jan 24, 2024	BUY	$21.24 - $22.25 $3.22 Million - $3.38 Million	151,788 New	151,788 $3.37 Million

Others Institutions Holding IBTI

# of Institutions

197

Shares Held

38.7M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBTI
Sector ETFs
Industry ETFs

More about IBTI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Account

Allworth Financial LP Ishares Tr Ibonds Dec 2028 Ter Transaction History