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 $479,071. This represents 0.26% of its overall portfolio holdings.

Number of Shares
19,041
Previous 35,598 46.51%
Holding current value
$479,071
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
406
Shares Held
85.4M
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email