A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 21,389 shares of IBDP stock, worth $539,002. This represents 0.33% of its overall portfolio holdings.

Number of Shares
21,389
Previous 34,972 38.84%
Holding current value
$539,002
Previous $876,000 38.7%
% of portfolio
0.33%
Previous 0.58%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$24.98 - $25.13 $339,303 - $341,340
-13,583 Reduced 38.84%
21,389 $537,000
Q1 2024

Apr 24, 2024

SELL
$24.89 - $25.05 $43,059 - $43,336
-1,730 Reduced 4.71%
34,972 $876,000
Q4 2023

Jan 23, 2024

BUY
$24.66 - $24.91 $9,592 - $9,689
389 Added 1.07%
36,702 $914,000
Q3 2023

Nov 01, 2023

BUY
$24.53 - $24.74 $890,757 - $898,383
36,313 New
36,313 $898,000

Others Institutions Holding IBDP

About ISHARES IBONDS DEC 2024 TERM C


  • Ticker IBDP
  • Sector ETFs
  • Industry ETFs
More about IBDP
Track This Portfolio

Track Sightline Wealth Advisors, LLC Portfolio

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

News

Stay updated on Sightline Wealth Advisors, LLC with notifications on news.