Gradient Investments LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 11, 2018	SELL	$23.43 - $24.5 $13,331 - $13,940	-569 Closed	0 $0
Q4 2017 Feb 07, 2018	BUY	$24.32 - $24.72 $13,838 - $14,065	569	569 $14,000

Others Institutions Holding IBDR

# of Institutions

373

Shares Held

89.1M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

7.84M
Shares

$186 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.33M
Shares

$127 Million
0.03% of portfolio
Morgan Stanley New York, NY

3.59M
Shares

$85.2 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

3.02M
Shares

$71.7 Million
0.02% of portfolio
Envestnet Asset Management Inc

2.16M
Shares

$51.3 Million
0.02% of portfolio

About ISHARES TR IBONDS DEC 2026 TER

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