Gratus Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Gratus Wealth Advisors, LLC

  • $625 Billion
  • Q4 2024

A detailed history of Gratus Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 1,158,816 shares of IBDT stock, worth $29.3 Million. This represents 4.62% of its overall portfolio holdings.

Number of Shares
1,158,816
Previous 1,126,325 2.88%
Holding current value
$29.3 Million
Previous $28.4 Billion 1.5%
% of portfolio
4.62%
Previous 4.64%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$24.82 - $25.48 $806,426 - $827,870
32,491 Added 2.88%
1,158,816 $28.9 Billion
Q3 2024

Oct 08, 2024
BUY
$24.62 - $25.59 $1.2 Million - $1.24 Million
48,575 Added 4.51%
1,126,325 $28.4 Billion
Q2 2024

Jul 22, 2024
BUY
$24.4 - $24.86 $763,598 - $777,993
31,295 Added 2.99%
1,077,750 $26.9 Billion
Q1 2024

May 09, 2024
BUY
$24.69 - $25.14 $24.4 Million - $24.9 Million
989,168 Added 1726.69%
1,046,455 $25.6 Billion
Q4 2023

May 09, 2024
BUY
$23.63 - $25.1 $1.35 Million - $1.44 Million
57,287 New
57,287 $1.44 Billion

Others Institutions Holding IBDT

# of Institutions
344
Shares Held
82.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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