Gratus Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Gratus Wealth Advisors, LLC

  • $609 Billion
  • Q1 2025

A detailed history of Gratus Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 1,297,632 shares of IBDR stock, worth $30.8 Million. This represents 5.16% of its overall portfolio holdings.

Number of Shares
1,297,632
Previous 1,258,165 3.14%
Holding current value
$30.8 Million
Previous $30.3 Billion 3.74%
% of portfolio
5.16%
Previous 4.85%

Shares

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

May 06, 2025
BUY
N/A
39,467 Added 3.14%
1,297,632 $31.4 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
26,734 Added 2.17%
1,258,165 $30.3 Billion
Q3 2024

Oct 08, 2024
BUY
$23.75 - $23.75 $1.42 Million - $1.42 Million
59,721 Added 5.1%
1,231,431 $29.7 Billion
Q2 2024

Jul 22, 2024
BUY
$23.65 - $23.82 $595,057 - $599,335
25,161 Added 2.19%
1,171,710 $28 Billion
Q1 2024

May 09, 2024
BUY
$23.76 - $23.98 $2.48 Million - $2.5 Million
104,439 Added 10.02%
1,146,549 $27.1 Billion
Q4 2023

May 09, 2024
BUY
$23.15 - $23.9 $24.1 Million - $24.9 Million
1,042,110 New
1,042,110 $24.9 Billion

Others Institutions Holding IBDR

# of Institutions
430
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
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