Baron Silver Stevens Financial Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Baron Silver Stevens Financial Advisors, LLC

$587 Million
Q4 2024

A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 39,672 shares of IBDS stock, worth $952,524. This represents 0.16% of its overall portfolio holdings.

Number of Shares

39,672

Previous 37,139 6.82%

Holding current value

$952,524

Previous $905,000 4.97%

% of portfolio

0.16%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$23.88 - $24.32 $60,488 - $61,602	2,533 Added 6.82%	39,672 $950,000
Q3 2024 Oct 28, 2024	BUY	$23.63 - $24.42 $8,175 - $8,449	346 Added 0.94%	37,139 $905,000
Q2 2024 Jul 18, 2024	BUY	$23.48 - $23.77 $7,936 - $8,034	338 Added 0.93%	36,793 $873,000
Q1 2024 May 02, 2024	BUY	$23.67 - $24.03 $99,295 - $100,805	4,195 Added 13.0%	36,455 $867,000
Q4 2023 Feb 07, 2024	BUY	$22.84 - $23.94 $736,818 - $772,304	32,260 New	32,260 $771,000
Q2 2023 Jul 24, 2023	BUY	$23.39 - $23.94 $210 - $215	9 Added 0.07%	12,369 $290,000
Q1 2023 Apr 18, 2023	BUY	$23.15 - $24.01 $286,134 - $296,763	12,360 New	12,360 $294,000

Others Institutions Holding IBDS

# of Institutions

349

Shares Held

85.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

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Baron Silver Stevens Financial Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History