One Ascent Financial Services LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

One Ascent Financial Services LLC

  • $575 Million
  • Q3 2025

A detailed history of One Ascent Financial Services LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, One Ascent Financial Services LLC holds 704,442 shares of IBTH stock, worth $15.9 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares
704,442
Previous 489,138 44.02%
Holding current value
$15.9 Million
Previous $11 Million 44.32%
% of portfolio
2.76%
Previous 0.78%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$22.36 - $22.52 $4.81 Million - $4.85 Million
215,304 Added 44.02%
704,442 $15.9 Million
Q2 2025

Aug 12, 2025
BUY
$22.3 - $22.57 $6.34 Million - $6.42 Million
284,252 Added 138.74%
489,138 $11 Million
Q1 2025

May 05, 2025
BUY
$22.11 - $22.43 $195,983 - $198,819
8,864 Added 4.52%
204,886 $4.6 Million
Q4 2024

Feb 12, 2025
BUY
$22.1 - $22.59 $4.33 Million - $4.43 Million
196,022 New
196,022 $4.35 Million

Others Institutions Holding IBTH

# of Institutions
275
Shares Held
58.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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