Sightline Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 34,026 shares of IBDT stock, worth $852,691. This represents 0.46% of its overall portfolio holdings.

Number of Shares
34,026
Previous 16,020 112.4%
Holding current value
$852,691
Previous $408,000 107.6%
% of portfolio
0.46%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
319
Shares Held
70.7M
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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