Sigma Investment Counselors Inc Ishares Tr Ibonds Dec 2029 Ter Transaction History

Sigma Investment Counselors Inc

$1.61 Billion
Q1 2025

A detailed history of Sigma Investment Counselors Inc transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Sigma Investment Counselors Inc holds 1,436,776 shares of IBDU stock, worth $33.3 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares

1,436,776

Previous 1,450,703 0.96%

Holding current value

$33.3 Million

Previous $33.1 Million 0.47%

% of portfolio

2.07%

Previous 1.96%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$22.61 - $23.14 $314,889 - $322,270	-13,927 Reduced 0.96%	1,436,776 $33.2 Million
Q4 2024 Feb 03, 2025	BUY	$22.71 - $23.47 $32.9 Million - $34 Million	1,450,703 New	1,450,703 $33.1 Million
Q4 2023 Jan 22, 2024	BUY	$21.44 - $23.11 $2.92 Million - $3.15 Million	136,293 Added 15.19%	1,033,525 $23.8 Million
Q3 2023 Oct 23, 2023	SELL	$21.83 - $22.62 $50,536 - $52,365	-2,315 Reduced 0.26%	897,232 $19.6 Million
Q2 2023 Jul 21, 2023	BUY	$22.32 - $23.04 $808,207 - $834,278	36,210 Added 4.19%	899,547 $20.2 Million
Q1 2023 Apr 28, 2023	BUY	$21.99 - $23.12 $4.46 Million - $4.69 Million	202,986 Added 30.74%	863,337 $19.8 Million
Q4 2022 Jan 27, 2023	BUY	$21.21 - $22.74 $420,382 - $450,706	19,820 Added 3.09%	660,351 $0
Q3 2022 Oct 24, 2022	BUY	$21.55 - $23.64 $1.02 Million - $1.12 Million	47,170 Added 7.95%	640,531 $14 Million
Q2 2022 Jul 15, 2022	BUY	$22.39 - $24.47 $1.31 Million - $1.43 Million	58,345 Added 10.91%	593,361 $13.6 Million
Q1 2022 Apr 20, 2022	BUY	$24.25 - $26.14 $12.5 Million - $13.5 Million	515,039 Added 2578.16%	535,016 $13.1 Million
Q4 2021 Feb 08, 2022	BUY	$26.12 - $26.7 $521,799 - $533,385	19,977 New	19,977 $526,000

Others Institutions Holding IBDU

# of Institutions

295

Shares Held

89.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

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Sigma Investment Counselors Inc Ishares Tr Ibonds Dec 2029 Ter Transaction History