Austin Private Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Austin Private Wealth, LLC

  • $1.08 Billion
  • Q1 2025

A detailed history of Austin Private Wealth, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Austin Private Wealth, LLC holds 35,967 shares of IBTI stock, worth $801,344. This represents 0.07% of its overall portfolio holdings.

Number of Shares
35,967
Previous 35,958 0.03%
Holding current value
$801,344
Previous $787,000 1.65%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$21.77 - $22.25 $195 - $200
9 Added 0.03%
35,967 $800,000
Q4 2024

Jan 23, 2025
BUY
$21.81 - $22.48 $24,754 - $25,514
1,135 Added 3.26%
35,958 $787,000
Q3 2024

Oct 30, 2024
SELL
$21.7 - $22.6 $44,116 - $45,945
-2,033 Reduced 5.52%
34,823 $783,000
Q2 2024

Jul 12, 2024
BUY
$21.51 - $21.88 $240,567 - $244,705
11,184 Added 43.56%
36,856 $804,000
Q1 2024

Apr 12, 2024
BUY
$21.79 - $22.29 $260,477 - $266,454
11,954 Added 87.14%
25,672 $562,000
Q4 2023

Jan 18, 2024
BUY
$21.24 - $22.25 $291,370 - $305,225
13,718 New
13,718 $304,000

Others Institutions Holding IBTI

# of Institutions
195
Shares Held
37.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBTI Quotes by TradingView
  • Ticker IBTI
  • Sector ETFs
  • Industry ETFs
More about IBTI
Track This Portfolio

Track Austin Private Wealth, LLC Portfolio

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

News

Stay updated on Austin Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email