Lowe Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Lowe Wealth Advisors, LLC

  • $252 Million
  • Q2 2025

A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 4,218 shares of IBTI stock, worth $93,850. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,218
Previous 5,345 21.09%
Holding current value
$93,850
Previous $118,000 20.34%
% of portfolio
0.04%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
SELL
$22.09 - $22.44 $24,895 - $25,289
-1,127 Reduced 21.09%
4,218 $94,000
Q1 2025

Apr 07, 2025
BUY
$21.77 - $22.25 $116,360 - $118,926
5,345 New
5,345 $118,000
Q2 2024

Jul 09, 2024
BUY
$21.51 - $21.88 $2,194 - $2,231
102 New
102 $2,000

Others Institutions Holding IBTI

# of Institutions
193
Shares Held
37M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBTI Quotes by TradingView
  • Ticker IBTI
  • Sector ETFs
  • Industry ETFs
More about IBTI
Track This Portfolio

Track Lowe Wealth Advisors, LLC Portfolio

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

News

Stay updated on Lowe Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email