Sightline Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Sightline Wealth Advisors, LLC

$185 Million
Q4 2024

A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 130,959 shares of IBDS stock, worth $3.15 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares

130,959

Previous 135,042 3.02%

Holding current value

$3.15 Million

Previous $3.29 Million 4.65%

% of portfolio

1.7%

Previous 1.82%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$23.88 - $24.32 $97,502 - $99,298	-4,083 Reduced 3.02%	130,959 $3.14 Million
Q3 2024 Oct 21, 2024	BUY	$23.63 - $24.42 $1.19 Million - $1.23 Million	50,199 Added 59.17%	135,042 $3.29 Million
Q2 2024 Aug 02, 2024	BUY	$23.48 - $23.77 $723,442 - $732,377	30,811 Added 57.02%	84,843 $2.01 Million
Q1 2024 Apr 24, 2024	BUY	$23.67 - $24.03 $30,534 - $30,998	1,290 Added 2.45%	54,032 $1.29 Million
Q4 2023 Jan 23, 2024	BUY	$22.84 - $23.94 $491,836 - $515,523	21,534 Added 69.0%	52,742 $1.26 Million
Q3 2023 Nov 01, 2023	BUY	$23.07 - $23.6 $719,968 - $736,508	31,208 New	31,208 $722,000

Others Institutions Holding IBDS

# of Institutions

372

Shares Held

99.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

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Sightline Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History