Gradient Capital Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Gradient Capital Advisors, LLC

  • $299 Million
  • Q1 2025

A detailed history of Gradient Capital Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 13,082 shares of IBDS stock, worth $316,584. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,082
Previous 11,486 13.9%
Holding current value
$316,584
Previous $275,000 14.91%
% of portfolio
0.11%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$23.9 - $24.18 $38,144 - $38,591
1,596 Added 13.9%
13,082 $316,000
Q4 2024

Jan 29, 2025
BUY
$23.88 - $24.32 $4,943 - $5,034
207 Added 1.84%
11,486 $275,000
Q3 2024

Oct 16, 2024
BUY
$23.63 - $24.42 $40,950 - $42,319
1,733 Added 18.15%
11,279 $274,000
Q2 2024

Jul 19, 2024
BUY
$23.48 - $23.77 $224,140 - $226,908
9,546 New
9,546 $226,000

Others Institutions Holding IBDS

# of Institutions
399
Shares Held
104M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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