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

Sightline Wealth Advisors, LLC

  • $207 Million
  • Q2 2025

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 185,356 shares of IBDS stock, worth $4.49 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
185,356
Previous 136,770 35.52%
Holding current value
$4.49 Million
Previous $3.31 Million 36.01%
% of portfolio
2.17%
Previous 1.74%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$23.96 - $24.27 $1.16 Million - $1.18 Million
48,586 Added 35.52%
185,356 $4.5 Million
Q1 2025

Apr 29, 2025
BUY
$23.9 - $24.18 $138,882 - $140,509
5,811 Added 4.44%
136,770 $3.31 Million
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
397
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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