Baron Silver Stevens Financial Advisors, LLC Ishares Tr Ibonds Dec 2024 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 2024 Ter stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 11,263 shares of IBTE stock, worth $268,847. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,263

Previous 11,126 1.23%

Holding current value

$268,847

Previous $266,000 1.5%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$23.88 - $24.01 $3,271 - $3,289	137 Added 1.23%	11,263 $270,000
Q2 2024 Jul 18, 2024	BUY	$23.85 - $23.98 $3,076 - $3,093	129 Added 1.17%	11,126 $266,000
Q1 2024 May 02, 2024	SELL	$23.85 - $23.95 $24,970 - $25,075	-1,047 Reduced 8.69%	10,997 $263,000
Q4 2023 Feb 07, 2024	BUY	$23.75 - $23.91 $286,045 - $287,972	12,044 New	12,044 $287,000
Q2 2023 Jul 24, 2023	BUY	$23.77 - $24.01 $22,533 - $22,761	948 Added 8.62%	11,940 $284,000
Q1 2023 Apr 18, 2023	BUY	$23.67 - $24.08 $260,180 - $264,687	10,992 New	10,992 $263,000

Others Institutions Holding IBTE

# of Institutions

295

Shares Held

61.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2024 TER

Ticker IBTE
Sector ETFs
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Baron Silver Stevens Financial Advisors, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History