Strategic Financial Concepts, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Strategic Financial Concepts, LLC

$533 Billion
Q1 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 12,525 shares of IBTI stock, worth $279,057. This represents 0.05% of its overall portfolio holdings.

Number of Shares

12,525

Previous 12,350 1.42%

Holding current value

$279,057

Previous $271 Million 3.02%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$21.77 - $22.25 $3,809 - $3,893	175 Added 1.42%	12,525 $279 Million
Q4 2024 Jan 30, 2025	SELL	$21.81 - $22.48 $5.63 Million - $5.8 Million	-258,159 Reduced 95.43%	12,350 $271 Million
Q4 2024 Jan 27, 2025	BUY	$21.81 - $22.48 $5.63 Million - $5.8 Million	258,159 Added 2090.36%	270,509 $271 Million
Q3 2024 Nov 12, 2024	SELL	$21.7 - $22.6 $5.66 Million - $5.89 Million	-260,647 Reduced 95.48%	12,350 $278 Million
Q2 2024 Aug 06, 2024	BUY	$21.51 - $21.88 $5.61 Million - $5.7 Million	260,647 Added 2110.5%	272,997 $12.4 Million
Q1 2024 Apr 22, 2024	BUY	$21.79 - $22.29 $269,106 - $275,281	12,350 New	12,350 $271 Million

Others Institutions Holding IBTI

# of Institutions

196

Shares Held

38M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

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Strategic Financial Concepts, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History