Beacon Financial Group Ishares Tr Ibonds Dec 2028 Ter Transaction History

Beacon Financial Group

  • $913 Million
  • Q3 2024

A detailed history of Beacon Financial Group transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Beacon Financial Group holds 30,508 shares of IBDT stock, worth $760,259. This represents 0.09% of its overall portfolio holdings.

Number of Shares
30,508
Previous 36,694 16.86%
Holding current value
$760,259
Previous $908,000 14.32%
% of portfolio
0.09%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$24.62 - $25.59 $152,299 - $158,299
-6,186 Reduced 16.86%
30,508 $778,000
Q2 2024

Aug 06, 2024
BUY
$24.4 - $24.86 $94,916 - $96,705
3,890 Added 11.86%
36,694 $908,000
Q1 2024

May 07, 2024
BUY
$24.69 - $25.14 $275,910 - $280,939
11,175 Added 51.67%
32,804 $817,000
Q4 2023

Feb 23, 2024
BUY
$23.63 - $25.1 $511,093 - $542,887
21,629 New
21,629 $542,000

Others Institutions Holding IBDT

# of Institutions
302
Shares Held
67.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBDT Quotes by TradingView
  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
Track This Portfolio

Track Beacon Financial Group Portfolio

Follow Beacon Financial Group 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 Beacon Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email