Rvw Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Rvw Wealth, LLC

$1.02 Billion
Q3 2024

A detailed history of Rvw Wealth, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Rvw Wealth, LLC holds 806,740 shares of IBDT stock, worth $20.1 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares

806,740

Previous 730,546 10.43%

Holding current value

$20.1 Million

Previous $18.1 Million 13.82%

% of portfolio

2.02%

Previous 1.9%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$24.62 - $25.59 $1.88 Million - $1.95 Million	76,194 Added 10.43%	806,740 $20.6 Million
Q2 2024 Jul 08, 2024	BUY	$24.4 - $24.86 $2.02 Million - $2.06 Million	82,835 Added 12.79%	730,546 $18.1 Million
Q1 2024 Apr 05, 2024	BUY	$24.69 - $25.14 $314,945 - $320,685	12,756 Added 2.01%	647,711 $16.1 Million
Q4 2023 Jan 08, 2024	BUY	$23.63 - $25.1 $14.5 Million - $15.4 Million	612,139 Added 2682.94%	634,955 $15.9 Million
Q3 2023 Oct 12, 2023	BUY	$23.94 - $24.67 $302,577 - $311,804	12,639 Added 124.19%	22,816 $548,000
Q2 2023 Jul 06, 2023	SELL	$24.43 - $25.1 $19,715 - $20,255	-807 Reduced 7.35%	10,177 $249,000
Q4 2022 Jan 12, 2023	SELL	$23.29 - $24.79 $62,976 - $67,032	-2,704 Reduced 19.75%	10,984 $0
Q3 2022 Oct 13, 2022	BUY	$23.63 - $25.66 $40,596 - $44,083	1,718 Added 14.35%	13,688 $326,000
Q2 2022 Jul 13, 2022	BUY	$24.36 - $26.23 $14,372 - $15,475	590 Added 5.18%	11,970 $299,000
Q1 2022 Apr 07, 2022	BUY	$26.1 - $28.23 $70,574 - $76,333	2,704 Added 31.17%	11,380 $300,000
Q4 2021 Jan 11, 2022	BUY	$28.15 - $28.74 $244,229 - $249,348	8,676 New	8,676 $1,000

Others Institutions Holding IBDT

# of Institutions

302

Shares Held

67.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
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