Householder Group Estate & Retirement Specialist, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Householder Group Estate & Retirement Specialist, LLC

$343 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	SELL	$23.63 - $25.1 $21,030 - $22,339	-890 Reduced 97.8%	20 $0
Q3 2023 Oct 10, 2023	BUY	$23.94 - $24.67 $430 - $444	18 Added 2.02%	910 $21,000
Q1 2023 Apr 13, 2023	BUY	$24.16 - $25.2 $21,550 - $22,478	892 New	892 $22,000
Q3 2022 Oct 11, 2022	BUY	$23.63 - $25.66 $20,794 - $22,580	880 New	880 $20,000

Others Institutions Holding IBDT

# of Institutions

299

Shares Held

67M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

7.07M
Shares

$177 Million
0.02% of portfolio
Aptus Capital Advisors, LLC

3.33M
Shares

$83.3 Million
1.36% of portfolio
Morgan Stanley New York, NY

3.07M
Shares

$76.7 Million
0.01% of portfolio
Capital Investment Advisors, LLC

2.57M
Shares

$64.3 Million
1.37% of portfolio
Capital Advisors Inc

2.53M
Shares

$63.4 Million
1.33% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2028 TER

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