Gratus Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Gratus Wealth Advisors, LLC

  • $612 Billion
  • Q3 2024

A detailed history of Gratus Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 1,209,911 shares of IBDS stock, worth $28.9 Million. This represents 4.77% of its overall portfolio holdings.

Number of Shares
1,209,911
Previous 1,152,450 4.99%
Holding current value
$28.9 Million
Previous $27.5 Billion 6.09%
% of portfolio
4.77%
Previous 4.74%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$23.63 - $24.42 $1.36 Million - $1.4 Million
57,461 Added 4.99%
1,209,911 $29.2 Billion
Q2 2024

Jul 22, 2024
BUY
$23.48 - $23.77 $97,559 - $98,764
4,155 Added 0.36%
1,152,450 $27.5 Billion
Q1 2024

May 09, 2024
BUY
$23.67 - $24.03 $2.48 Million - $2.52 Million
104,839 Added 10.05%
1,148,295 $27 Billion
Q4 2023

May 09, 2024
BUY
$22.84 - $23.94 $23.8 Million - $25 Million
1,043,456 New
1,043,456 $25 Billion

Others Institutions Holding IBDS

# of Institutions
342
Shares Held
83.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
Track This Portfolio

Track Gratus Wealth Advisors, LLC Portfolio

Follow Gratus Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gratus Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gratus Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email