Ritholtz Wealth Management Ishares Tr Ibonds Dec 2027 Ter Transaction History

Ritholtz Wealth Management

$3.29 Billion
Q1 2025

A detailed history of Ritholtz Wealth Management transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Ritholtz Wealth Management holds 24,561 shares of IBDS stock, worth $591,920. This represents 0.02% of its overall portfolio holdings.

Number of Shares

24,561

Previous 25,974 5.44%

Holding current value

$591,920

Previous $622,000 4.66%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$23.9 - $24.18 $33,770 - $34,166	-1,413 Reduced 5.44%	24,561 $593,000
Q4 2024 Jan 14, 2025	SELL	$23.88 - $24.32 $15,904 - $16,197	-666 Reduced 2.5%	25,974 $622,000
Q3 2024 Oct 10, 2024	SELL	$23.63 - $24.42 $655,496 - $677,410	-27,740 Reduced 51.01%	26,640 $649,000
Q2 2024 Jul 31, 2024	SELL	$23.48 - $23.77 $33,811 - $34,228	-1,440 Reduced 2.58%	54,380 $1.29 Million
Q1 2024 Apr 24, 2024	BUY	$23.67 - $24.03 $848,806 - $861,715	35,860 Added 179.66%	55,820 $1.33 Million
Q3 2023 Oct 13, 2023	BUY	$23.07 - $23.6 $46,140 - $47,200	2,000 Added 11.14%	19,960 $461,000
Q4 2022 Jan 18, 2023	BUY	$22.55 - $23.67 $404,998 - $425,113	17,960 New	17,960 $0

Others Institutions Holding IBDS

# of Institutions

381

Shares Held

103M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
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Ritholtz Wealth Management Ishares Tr Ibonds Dec 2027 Ter Transaction History