Leo Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Leo Wealth, LLC

$1.12 Trillion
Q4 2024

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 145,256 shares of IBDT stock, worth $3.64 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

145,256

Previous 59,998 142.1%

Holding current value

$3.64 Million

Previous $1.53 Billion 136.13%

% of portfolio

0.32%

Previous 0.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$24.82 - $25.48 $2.12 Million - $2.17 Million	85,258 Added 142.1%	145,256 $3.62 Billion
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

# of Institutions

316

Shares Held

70M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

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