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

Centricity Wealth Management, LLC

  • $110 Billion
  • Q1 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 187,115 shares of IBDT stock, worth $4.74 Million. This represents 4.29% of its overall portfolio holdings.

Number of Shares
187,115
Previous 181,582 3.05%
Holding current value
$4.74 Million
Previous $4.52 Billion 4.54%
% of portfolio
4.29%
Previous 4.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
350
Shares Held
84M
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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