Belpointe Asset Management LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Belpointe Asset Management LLC

  • $1.51 Billion
  • Q4 2024

A detailed history of Belpointe Asset Management LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Belpointe Asset Management LLC holds 19,091 shares of IBDT stock, worth $477,847. This represents 0.03% of its overall portfolio holdings.

Number of Shares
19,091
Previous 16,981 12.43%
Holding current value
$477,847
Previous $433,000 9.7%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$24.82 - $25.48 $52,370 - $53,762
2,110 Added 12.43%
19,091 $475,000
Q3 2024

Nov 12, 2024
SELL
$24.62 - $25.59 $164,830 - $171,325
-6,695 Reduced 28.28%
16,981 $433,000
Q2 2024

Aug 02, 2024
BUY
$24.4 - $24.86 $216,476 - $220,557
8,872 Added 59.93%
23,676 $586,000
Q1 2024

May 08, 2024
BUY
$24.69 - $25.14 $365,510 - $372,172
14,804 New
14,804 $368,000
Q1 2023

May 15, 2023
SELL
$24.16 - $25.2 $55,568 - $57,960
-2,300 Reduced 76.29%
715 $17,000
Q4 2022

Feb 08, 2023
BUY
$23.29 - $24.79 $70,219 - $74,741
3,015 New
3,015 $73,000

Others Institutions Holding IBDT

# of Institutions
339
Shares Held
77.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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