A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 59,998 shares of IBDT stock, worth $1.5 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
59,998
Previous 48,435 23.87%
Holding current value
$1.5 Million
Previous $1.2 Billion 27.68%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Oct 21, 2024

BUY
$24.62 - $25.59 $284,681 - $295,897
11,563 Added 23.87%
59,998 $1.53 Billion
Q2 2024

Jul 17, 2024

BUY
$24.4 - $24.86 $298,631 - $304,261
12,239 Added 33.81%
48,435 $1.2 Billion
Q1 2024

May 09, 2024

BUY
$24.69 - $25.14 $222,530 - $226,586
9,013 Added 33.16%
36,196 $901 Million
Q4 2023

Mar 14, 2024

BUY
$23.63 - $25.1 $642,334 - $682,293
27,183 New
27,183 $682 Million

Others Institutions Holding IBDT

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
Track This Portfolio

Track Leo Wealth, LLC Portfolio

Follow Leo Wealth, 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 Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.