Gradient Capital Advisors, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 32,536 shares of IBDX stock, worth $810,797. This represents 0.26% of its overall portfolio holdings.
Number of Shares
32,536
Previous 30,154
7.9%
Holding current value
$810,797
Previous $775,000
3.1%
% of portfolio
0.26%
Previous 0.26%
Shares
7 transactions
Others Institutions Holding IBDX
# of Institutions
131Shares Held
31.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC3.56MShares$88.7 Million0.98% of portfolio
-
Wells Fargo & Company San Francisco, CA2.52MShares$62.9 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.28MShares$56.8 Million1.17% of portfolio
-
First Interstate Bank Billings, MT2.2MShares$54.7 Million3.38% of portfolio
-
Bank Of America Corp Charlotte, NC2.04MShares$50.9 Million0.0% of portfolio