Gradient Capital Advisors, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 30,154 shares of IBDX stock, worth $740,582. This represents 0.26% of its overall portfolio holdings.
Number of Shares
30,154
Previous 26,040
15.8%
Holding current value
$740,582
Previous $639,000
21.28%
% of portfolio
0.26%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding IBDX
# of Institutions
121Shares Held
25.9MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.34MShares$57.5 Million0.01% of portfolio
-
First Interstate Bank Billings, MT2.17MShares$53.2 Million3.5% of portfolio
-
Aptus Capital Advisors, LLC2.12MShares$52.1 Million0.87% of portfolio
-
Capital Investment Advisors, LLC1.95MShares$47.9 Million1.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.81MShares$44.4 Million0.0% of portfolio