Leo Wealth, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Leo Wealth, LLC

$1.12 Trillion
Q4 2024

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 176,613 shares of IBDS stock, worth $4.24 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

176,613

Previous 110,061 60.47%

Holding current value

$4.24 Million

Previous $2.68 Billion 57.77%

% of portfolio

0.38%

Previous 0.25%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$23.88 - $24.32 $1.59 Million - $1.62 Million	66,552 Added 60.47%	176,613 $4.23 Billion
Q3 2024 Oct 21, 2024	BUY	$23.63 - $24.42 $693,611 - $716,800	29,353 Added 36.37%	110,061 $2.68 Billion
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

# of Institutions

356

Shares Held

88M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

More about IBDS

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