One Ascent Financial Services LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

One Ascent Financial Services LLC

  • $905 Million
  • Q1 2024

A detailed history of One Ascent Financial Services LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, One Ascent Financial Services LLC holds 213,850 shares of IBTE stock, worth $5.13 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
213,850
Previous 376,709 43.23%
Holding current value
$5.13 Million
Previous $8.99 Million 43.04%
% of portfolio
0.57%
Previous 1.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
SELL
$23.85 - $23.95 $3.88 Million - $3.9 Million
-162,859 Reduced 43.23%
213,850 $5.12 Million
Q4 2023

Jan 11, 2024
BUY
$23.75 - $23.91 $8.95 Million - $9.01 Million
376,709 New
376,709 $8.99 Million

Others Institutions Holding IBTE

# of Institutions
297
Shares Held
92M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

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

Track One Ascent Financial Services LLC Portfolio

Follow One Ascent Financial Services 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 One Ascent Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email