Sightline Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Sightline Wealth Advisors, LLC

  • $181 Million
  • Q3 2024

A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 146,639 shares of IBDR stock, worth $3.48 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares
146,639
Previous 101,894 43.91%
Holding current value
$3.48 Million
Previous $2.43 Million 43.47%
% of portfolio
1.92%
Previous 1.51%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$23.75 - $23.75 $1.06 Million - $1.06 Million
44,745 Added 43.91%
146,639 $3.48 Million
Q2 2024

Aug 02, 2024
BUY
$23.65 - $23.82 $517,367 - $521,086
21,876 Added 27.34%
101,894 $2.43 Million
Q1 2024

Apr 24, 2024
BUY
$23.76 - $23.98 $30,056 - $30,334
1,265 Added 1.61%
80,018 $1.91 Million
Q4 2023

Jan 23, 2024
BUY
$23.15 - $23.9 $484,460 - $500,155
20,927 Added 36.19%
78,753 $1.88 Million
Q3 2023

Nov 01, 2023
BUY
$23.28 - $23.6 $1.35 Million - $1.36 Million
57,826 New
57,826 $1.35 Million

Others Institutions Holding IBDR

# of Institutions
373
Shares Held
89.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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