Vista Private Wealth Partners. LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Vista Private Wealth Partners. LLC

$261 Million
Q3 2024

A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 651,227 shares of IBTE stock, worth $15.5 Million. This represents 5.99% of its overall portfolio holdings.

Number of Shares

651,227

Previous 638,378 2.01%

Holding current value

$15.5 Million

Previous $15.3 Million 2.01%

% of portfolio

5.99%

Previous 5.87%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 03, 2024	BUY	$23.88 - $24.01 $306,834 - $308,504	12,849 Added 2.01%	651,227 $15.6 Million
Q2 2024 Aug 05, 2024	BUY	$23.85 - $23.98 $15.2 Million - $15.3 Million	638,378 New	638,378 $15.3 Million
Q3 2023 Oct 10, 2023	BUY	$23.72 - $23.85 $1.72 Million - $1.73 Million	72,619 Added 29.15%	321,744 $7.67 Million
Q2 2023 Jul 17, 2023	BUY	$23.77 - $24.01 $589,044 - $594,991	24,781 Added 11.05%	249,125 $5.93 Million
Q1 2023 May 09, 2023	BUY	$23.67 - $24.08 $2.95 Million - $3.01 Million	124,827 Added 125.43%	224,344 $5.39 Million
Q4 2022 Jan 12, 2023	BUY	$23.73 - $23.95 $2.36 Million - $2.38 Million	99,517 New	99,517 $0

Others Institutions Holding IBTE

# of Institutions

295

Shares Held

61.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2024 TER

Ticker IBTE
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Vista Private Wealth Partners. LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History