Sightline Wealth Advisors, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Sightline Wealth Advisors, LLC

  • $185 Million
  • Q4 2024

A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 19,041 shares of IBDQ stock, worth $478,881. This represents 0.26% of its overall portfolio holdings.

Number of Shares
19,041
Previous 35,598 46.51%
Holding current value
$478,881
Previous $893,000 46.7%
% of portfolio
0.26%
Previous 0.49%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$25.0 - $25.11 $413,925 - $415,746
-16,557 Reduced 46.51%
19,041 $476,000
Q3 2024

Oct 21, 2024
SELL
$24.78 - $25.11 $466,508 - $472,720
-18,826 Reduced 34.59%
35,598 $893,000
Q2 2024

Aug 02, 2024
SELL
$24.69 - $24.86 $219,074 - $220,582
-8,873 Reduced 14.02%
54,424 $1.35 Million
Q1 2024

Apr 24, 2024
BUY
$24.7 - $24.84 $32,579 - $32,763
1,319 Added 2.13%
63,297 $1.57 Million
Q4 2023

Jan 23, 2024
BUY
$24.29 - $24.76 $508,341 - $518,177
20,928 Added 50.98%
61,978 $1.53 Million
Q3 2023

Nov 01, 2023
BUY
$24.29 - $24.48 $997,104 - $1 Million
41,050 New
41,050 $1 Million

Others Institutions Holding IBDQ

# of Institutions
418
Shares Held
94.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

IBDQ Quotes by TradingView
  • Ticker IBDQ
  • Sector ETFs
  • Industry ETFs
More about IBDQ
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