Gradient Capital Advisors, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Gradient Capital Advisors, LLC
- $278 Million
- Q2 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 26,040 shares of IBDX stock, worth $671,050. This represents 0.23% of its overall portfolio holdings.
Number of Shares
26,040
Previous 24,083
8.13%
Holding current value
$671,050
Previous $597,000
7.04%
% of portfolio
0.23%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding IBDX
# of Institutions
107Shares Held
22.6MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.24MShares$57.6 Million0.01% of portfolio
-
First Interstate Bank Billings, MT2.14MShares$55.1 Million3.61% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$43.6 Million0.0% of portfolio
-
Capital Investment Advisors, LLC1.63MShares$42.1 Million0.92% of portfolio
-
Aptus Capital Advisors, LLC1.54MShares$39.6 Million0.72% of portfolio