Sightline Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 127,826 shares of IBDT stock, worth $3.24 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
127,826
Previous 89,701 42.5%
Holding current value
$3.24 Million
Previous $2.27 Million 43.44%
% of portfolio
1.57%
Previous 1.2%

Shares

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

Jul 15, 2025
BUY
$24.94 - $25.42 $950,837 - $969,137
38,125 Added 42.5%
127,826 $3.25 Million
Q1 2025

Apr 29, 2025
BUY
$24.79 - $25.26 $1.38 Million - $1.41 Million
55,675 Added 163.62%
89,701 $2.27 Million
Q4 2024

Jan 13, 2025
BUY
$24.82 - $25.48 $446,908 - $458,792
18,006 Added 112.4%
34,026 $847,000
Q3 2024

Oct 21, 2024
BUY
$24.62 - $25.59 $88,410 - $91,893
3,591 Added 28.89%
16,020 $408,000
Q2 2024

Aug 02, 2024
BUY
$24.4 - $24.86 $303,267 - $308,984
12,429 New
12,429 $307,000

Others Institutions Holding IBDT

# of Institutions
370
Shares Held
87M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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