Delta Wealth Advisors LLC Ishares Ibonds Dec 2024 Term C Transaction History

Delta Wealth Advisors LLC

$119 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Oct 10, 2025	SELL	$25.1 - $25.21 $721,926 - $725,090	-28,762 Closed	0 $0
Q1 2024 Oct 10, 2025	BUY	$24.89 - $25.05 $715,886 - $720,488	28,762 New	28,762 $720 Million

Others Institutions Holding IBDP

# of Institutions

33

Shares Held

4.92M

Call Options Held

0

Put Options Held

0

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.53M
Shares

$38.4 Million
0.05% of portfolio
Inter Ocean Capital Group, LLC Nashville, TN

922K
Shares

$23.2 Million
0.57% of portfolio
Raymond James & Associates St Petersburg, FL

503K
Shares

$12.7 Million
0.01% of portfolio
Benjamin F. Edwards & Company, Inc. St. Louis, MO

365K
Shares

$9.18 Million
0.16% of portfolio
Fin Trust Capital Advisors, LLC

265K
Shares

$6.67 Million
1.16% of portfolio

About ISHARES IBONDS DEC 2024 TERM C

Ticker IBDP
Sector ETFs
Industry ETFs

More about IBDP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Delta Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delta Wealth Advisors LLC with notifications on news.