Robinson Smith Wealth Advisors LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Robinson Smith Wealth Advisors LLC

  • $119 Billion
  • Q1 2025

A detailed history of Robinson Smith Wealth Advisors LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 25,651 shares of IBDU stock, worth $594,846. This represents 0.5% of its overall portfolio holdings.

Number of Shares
25,651
Previous 14,109 81.81%
Holding current value
$594,846
Previous $322 Million 84.44%
% of portfolio
0.5%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$22.61 - $23.14 $260,964 - $267,081
11,542 Added 81.81%
25,651 $593 Million
Q3 2024

Nov 08, 2024
BUY
$22.51 - $23.57 $11,412 - $11,949
507 Added 3.73%
14,109 $332 Million
Q2 2024

Jul 30, 2024
BUY
$22.29 - $22.77 $303,188 - $309,717
13,602 New
13,602 $308 Million

Others Institutions Holding IBDU

# of Institutions
295
Shares Held
89.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

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

Track Robinson Smith Wealth Advisors LLC Portfolio

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

News

Stay updated on Robinson Smith Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email