Centricity Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Centricity Wealth Management, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Centricity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 195,830 shares of IBDT stock, worth $4.98 Million. This represents 3.98% of its overall portfolio holdings.

Number of Shares
195,830
Previous 187,115 4.66%
Holding current value
$4.98 Million
Previous $4.73 Billion 5.32%
% of portfolio
3.98%
Previous 4.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$24.94 - $25.42 $217,352 - $221,535
8,715 Added 4.66%
195,830 $4.98 Billion
Q1 2025

Apr 14, 2025
BUY
$24.79 - $25.26 $137,163 - $139,763
5,533 Added 3.05%
187,115 $4.73 Billion
Q4 2024

Feb 03, 2025
BUY
$24.82 - $25.48 $4.51 Million - $4.63 Million
181,582 New
181,582 $4.52 Billion

Others Institutions Holding IBDT

# of Institutions
411
Shares Held
95.6M
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
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