A detailed history of Barrett & Company, Inc. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Barrett & Company, Inc. holds 23,928 shares of IBTI stock, worth $534,790. This represents 0.18% of its overall portfolio holdings.

Number of Shares
23,928
Previous 21,503 11.28%
Holding current value
$534,790
Previous $481 Million 11.4%
% of portfolio
0.18%
Previous 0.18%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025

BUY
$22.19 - $22.44 $53,810 - $54,417
2,425 Added 11.28%
23,928 $536 Million
Q2 2025

Jul 21, 2025

BUY
$22.09 - $22.44 $45,019 - $45,732
2,038 Added 10.47%
21,503 $481 Million
Q1 2025

Apr 21, 2025

BUY
$21.77 - $22.25 $100,142 - $102,350
4,600 Added 30.95%
19,465 $433 Million
Q4 2024

Jan 28, 2025

BUY
$21.81 - $22.48 $113,608 - $117,098
5,209 Added 53.95%
14,865 $326 Million
Q3 2024

Oct 24, 2024

BUY
$21.7 - $22.6 $52,210 - $54,375
2,406 Added 33.19%
9,656 $217 Million
Q1 2024

Apr 17, 2024

BUY
$21.79 - $22.29 $117,666 - $120,366
5,400 Added 291.89%
7,250 $159 Million
Q1 2023

May 11, 2023

BUY
$21.68 - $22.66 $40,108 - $41,921
1,850 New
1,850 $41.6 Million

Others Institutions Holding IBTI

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBTI
  • Sector ETFs
  • Industry ETFs
More about IBTI
Track This Portfolio

Track Barrett & Company, Inc. Portfolio

Follow Barrett & Company, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Barrett & Company, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Barrett & Company, Inc. with notifications on news.