Ballast Advisors LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Ballast Advisors LLC

$323 Million
Q4 2024

A detailed history of Ballast Advisors LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Ballast Advisors LLC holds 1,245 shares of IBDS stock, worth $29,954. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,245

Holding current value

$29,954

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$23.88 - $24.32 $29,730 - $30,278	1,245 New	1,245 $29,000

Others Institutions Holding IBDS

# of Institutions

377

Shares Held

99.4M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

7.78M
Shares

$187 Million
0.02% of portfolio
Shufro Rose & CO LLC

5.45M
Shares

$131 Million
10.47% of portfolio
Capital Advisors Inc

3.72M
Shares

$89.6 Million
1.83% of portfolio
Morgan Stanley New York, NY

3.6M
Shares

$86.7 Million
0.01% of portfolio
Hm Payson & CO Portland, ME

2.76M
Shares

$66.5 Million
1.14% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

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Ballast Advisors LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History