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 $769,106. This represents 0.09% of its overall portfolio holdings.

Number of Shares
30,508
Previous 36,694 16.86%
Holding current value
$769,106
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

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
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