Straight Path Wealth Management Ishares Tr Ibonds Dec 2028 Ter Transaction History

Straight Path Wealth Management

  • $218 Million
  • Q1 2025

A detailed history of Straight Path Wealth Management transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 18,634 shares of IBDT stock, worth $471,626. This represents 0.22% of its overall portfolio holdings.

Number of Shares
18,634
Previous 15,071 23.64%
Holding current value
$471,626
Previous $375,000 25.33%
% of portfolio
0.22%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$24.79 - $25.26 $88,326 - $90,001
3,563 Added 23.64%
18,634 $470,000
Q4 2024

Feb 06, 2025
BUY
$24.82 - $25.48 $45,296 - $46,501
1,825 Added 13.78%
15,071 $375,000
Q3 2024

Nov 06, 2024
BUY
$24.62 - $25.59 $46,359 - $48,185
1,883 Added 16.57%
13,246 $338,000
Q2 2024

Aug 15, 2024
BUY
$24.4 - $24.86 $277,257 - $282,484
11,363 New
11,363 $281,000

Others Institutions Holding IBDT

# of Institutions
362
Shares Held
89.4M
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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