Ci Private Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Ci Private Wealth, LLC

$59.6 Billion
Q1 2025

A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Ci Private Wealth, LLC holds 120,622 shares of IBDT stock, worth $3.06 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

120,622

Previous 643,289 81.25%

Holding current value

$3.06 Million

Previous $16 Million 80.98%

% of portfolio

0.01%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$24.79 - $25.26 $13 Million - $13.2 Million	-522,667 Reduced 81.25%	120,622 $3.05 Million
Q4 2024 Feb 10, 2025	SELL	$24.82 - $25.48 $1.26 Million - $1.29 Million	-50,693 Reduced 7.3%	643,289 $16 Million
Q3 2024 Nov 12, 2024	BUY	$24.62 - $25.59 $508,649 - $528,689	20,660 Added 3.07%	693,982 $17.7 Million
Q2 2024 Aug 13, 2024	SELL	$24.4 - $24.86 $488,000 - $497,200	-20,000 Reduced 2.88%	673,322 $16.7 Million
Q1 2024 May 09, 2024	BUY	$24.69 - $25.14 $17.1 Million - $17.4 Million	693,322 New	693,322 $17.3 Million
Q3 2023 Nov 03, 2023	BUY	$23.94 - $24.67 $1.78 Million - $1.84 Million	74,516 Added 12.19%	685,595 $16.5 Million
Q2 2023 Aug 10, 2023	BUY	$24.43 - $25.1 $14.9 Million - $15.3 Million	611,079 New	611,079 $15 Million

Others Institutions Holding IBDT

# of Institutions

362

Shares Held

89.8M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
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Ci Private Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History