A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 80,708 shares of IBDS stock, worth $1.95 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
80,708
Previous 63,577 26.95%
Holding current value
$1.95 Million
Previous $1.51 Billion 26.57%
% of portfolio
0.2%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$23.48 - $23.77 $402,235 - $407,203
17,131 Added 26.95%
80,708 $1.92 Billion
Q1 2024

May 09, 2024

BUY
$23.67 - $24.03 $112,053 - $113,758
4,734 Added 8.05%
63,577 $1.51 Billion
Q4 2023

Mar 14, 2024

BUY
$22.84 - $23.94 $1.34 Million - $1.41 Million
58,843 New
58,843 $1.41 Billion

Others Institutions Holding IBDS

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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