Spire Wealth Management Ishares Tr Ibonds Dec 2028 Ter Transaction History

Spire Wealth Management

$2.74 Billion
Q3 2025

A detailed history of Spire Wealth Management transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Spire Wealth Management holds 635 shares of IBDT stock, worth $16,116. This represents 0.0% of its overall portfolio holdings.

Number of Shares

635

Holding current value

$16,116

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 23, 2025	BUY	$25.24 - $25.56 $16,027 - $16,230	635 New	635 $16,000

Others Institutions Holding IBDT

# of Institutions

400

Shares Held

98M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

7.82M
Shares

$198 Million
0.01% of portfolio
Morgan Stanley New York, NY

4.05M
Shares

$103 Million
0.01% of portfolio
Laurel Wealth Advisors LLC Charlotte, NC

3.63M
Shares

$92.3 Million
2.05% of portfolio
Capital Investment Advisors, LLC

3.42M
Shares

$86.7 Million
1.5% of portfolio
Capital Advisors Inc

3.21M
Shares

$81.5 Million
1.4% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

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Spire Wealth Management Ishares Tr Ibonds Dec 2028 Ter Transaction History