Mutual Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Mutual Advisors, LLC

$3.31 Billion
Q4 2024

A detailed history of Mutual Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Mutual Advisors, LLC holds 16,867 shares of IBDS stock, worth $407,675. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,867

Previous 20,120 16.17%

Holding current value

$407,675

Previous $490,000 17.55%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$23.88 - $24.32 $77,681 - $79,112	-3,253 Reduced 16.17%	16,867 $404,000
Q3 2024 Oct 25, 2024	SELL	$23.63 - $24.42 $86,816 - $89,719	-3,674 Reduced 15.44%	20,120 $490,000
Q2 2024 Jul 30, 2024	SELL	$23.48 - $23.77 $112,234 - $113,620	-4,780 Reduced 16.73%	23,794 $564,000
Q1 2024 May 02, 2024	BUY	$23.67 - $24.03 $58,796 - $59,690	2,484 Added 9.52%	28,574 $680,000
Q4 2023 Jan 12, 2024	BUY	$22.84 - $23.94 $332,481 - $348,494	14,557 Added 126.22%	26,090 $624,000
Q2 2023 Jul 31, 2023	SELL	$23.39 - $23.94 $795 - $813	-34 Reduced 0.29%	11,533 $270,000
Q1 2023 Apr 11, 2023	SELL	$23.15 - $24.01 $12,964 - $13,445	-560 Reduced 4.62%	11,567 $275,000
Q3 2022 Nov 03, 2022	BUY	$22.77 - $24.53 $29,396 - $31,668	1,291 Added 11.91%	12,127 $279,000
Q2 2022 Aug 15, 2022	BUY	$23.33 - $24.86 $252,803 - $269,382	10,836 New	10,836 $259,000

Others Institutions Holding IBDS

# of Institutions

381

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
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Mutual Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History