Baron Silver Stevens Financial Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Baron Silver Stevens Financial Advisors, LLC

$569 Million
Q3 2024

A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 57,527 shares of IBDR stock, worth $1.37 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

57,527

Previous 57,154 0.65%

Holding current value

$1.37 Million

Previous $1.36 Million 0.37%

% of portfolio

0.24%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$23.75 - $23.75 $8,858 - $8,858	373 Added 0.65%	57,527 $1.37 Million
Q2 2024 Jul 18, 2024	BUY	$23.65 - $23.82 $8,537 - $8,599	361 Added 0.64%	57,154 $1.36 Million
Q1 2024 May 02, 2024	BUY	$23.76 - $23.98 $353,501 - $356,774	14,878 Added 35.5%	56,793 $1.35 Million
Q4 2023 Feb 07, 2024	BUY	$23.15 - $23.9 $672,600 - $694,390	29,054 Added 225.91%	41,915 $1 Million
Q3 2023 Oct 31, 2023	SELL	$23.28 - $23.6 $203,769 - $206,570	-8,753 Reduced 40.5%	12,861 $300,000
Q2 2023 Jul 24, 2023	BUY	$23.42 - $23.83 $79,393 - $80,783	3,390 Added 18.6%	21,614 $507,000
Q1 2023 Apr 18, 2023	BUY	$23.14 - $23.86 $421,703 - $434,824	18,224 New	18,224 $432,000

Others Institutions Holding IBDR

# of Institutions

370

Shares Held

88.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
Sector ETFs
Industry ETFs

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Baron Silver Stevens Financial Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History