Avestar Capital, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Avestar Capital, LLC

$951 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 26, 2022	SELL	$24.49 - $26.0 $1.6 Million - $1.69 Million	-65,139 Closed	0 $0
Q4 2021 Feb 01, 2022	SELL	$25.98 - $26.52 $300,978 - $307,234	-11,585 Reduced 15.1%	65,139 $1.7 Million
Q3 2021 Nov 09, 2021	BUY	$26.47 - $26.76 $446,204 - $451,093	16,857 Added 28.16%	76,724 $2.03 Million
Q2 2021 Aug 03, 2021	BUY	$26.28 - $26.69 $127,090 - $129,072	4,836 Added 8.79%	59,867 $1.59 Million
Q1 2021 May 03, 2021	BUY	$26.27 - $27.07 $196,552 - $202,537	7,482 Added 15.74%	55,031 $1.46 Million
Q4 2020 Feb 01, 2021	BUY	$26.72 - $27.1 $63,299 - $64,199	2,369 Added 5.24%	47,549 $1.29 Million
Q3 2020 Oct 29, 2020	BUY	$26.64 - $27.04 $119,507 - $121,301	4,486 Added 11.02%	45,180 $1.21 Million
Q2 2020 Jul 29, 2020	BUY	$24.19 - $26.75 $141,463 - $156,434	5,848 Added 16.78%	40,694 $1.09 Million
Q1 2020 May 12, 2020	BUY	$22.21 - $26.46 $773,929 - $922,025	34,846 New	34,846 $855,000

Others Institutions Holding IBDR

# of Institutions

370

Shares Held

88.3M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

7.84M
Shares

$186 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.33M
Shares

$127 Million
0.03% of portfolio
Morgan Stanley New York, NY

3.59M
Shares

$85.2 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

3.02M
Shares

$71.7 Million
0.02% of portfolio
Envestnet Asset Management Inc

2.16M
Shares

$51.3 Million
0.02% of portfolio

About ISHARES TR IBONDS DEC 2026 TER

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