Gradient Capital Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Gradient Capital Advisors, LLC
- $296 Million
- Q3 2024
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 11,279 shares of IBDS stock, worth $270,808. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,279
Previous 9,546
18.15%
Holding current value
$270,808
Previous $226,000
21.24%
% of portfolio
0.09%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding IBDS
# of Institutions
340Shares Held
82.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$175 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$84.1 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$79 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$75 Million1.21% of portfolio