Sightline Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 141,563 shares of IBDR stock, worth $3.36 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
141,563
Previous 146,639 3.46%
Holding current value
$3.36 Million
Previous $3.48 Million 3.45%
% of portfolio
1.82%
Previous 1.92%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
N/A
-5,076 Reduced 3.46%
141,563 $3.36 Million
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
378
Shares Held
90.1M
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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