Gradient Capital Advisors, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 39,388 shares of IBDW stock, worth $818,482. This represents 0.27% of its overall portfolio holdings.

Number of Shares
39,388
Previous 37,516 4.99%
Holding current value
$818,482
Previous $763,000 7.08%
% of portfolio
0.27%
Previous 0.25%

Shares

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

May 02, 2025
BUY
$20.1 - $20.8 $37,627 - $38,937
1,872 Added 4.99%
39,388 $817,000
Q4 2024

Jan 29, 2025
BUY
$20.28 - $21.2 $58,284 - $60,928
2,874 Added 8.3%
37,516 $763,000
Q2 2024

Jul 19, 2024
BUY
$19.84 - $20.44 $36,009 - $37,098
1,815 Added 5.53%
34,642 $702,000
Q1 2024

Apr 17, 2024
BUY
$20.24 - $20.75 $134,373 - $137,759
6,639 Added 25.35%
32,827 $672,000
Q4 2023

Jan 31, 2024
BUY
$18.79 - $20.85 $492,072 - $546,019
26,188 New
26,188 $543,000

Others Institutions Holding IBDW

# of Institutions
205
Shares Held
57.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
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