Gradient Capital Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Gradient Capital Advisors, LLC
- $304 Million
- Q4 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 11,486 shares of IBDS stock, worth $276,353. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,486
Previous 11,279
1.84%
Holding current value
$276,353
Previous $274,000
0.36%
% of portfolio
0.09%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding IBDS
# of Institutions
377Shares Held
99.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$187 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.72MShares$89.6 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.6MShares$86.7 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$66.5 Million1.14% of portfolio