Vista Private Wealth Partners. LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Vista Private Wealth Partners. LLC

$256 Million
Q4 2024

A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 623,810 shares of IBTF stock, worth $14.6 Million. This represents 5.68% of its overall portfolio holdings.

Number of Shares

623,810

Previous 593,001 5.2%

Holding current value

$14.6 Million

Previous $13.9 Million 4.75%

% of portfolio

5.68%

Previous 5.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$23.25 - $23.37 $716,309 - $720,006	30,809 Added 5.2%	623,810 $14.5 Million
Q3 2024 Dec 03, 2024	BUY	$23.13 - $23.43 $588,195 - $595,824	25,430 Added 4.48%	593,001 $13.9 Million
Q2 2024 Aug 05, 2024	BUY	$23.1 - $23.22 $13.1 Million - $13.2 Million	567,571 New	567,571 $13.2 Million
Q3 2023 Oct 10, 2023	BUY	$23.01 - $23.2 $248,554 - $250,606	10,802 Added 5.62%	202,994 $4.69 Million
Q2 2023 Jul 17, 2023	BUY	$23.13 - $23.6 $336,310 - $343,144	14,540 Added 8.18%	192,192 $4.45 Million
Q1 2023 May 09, 2023	BUY	$22.99 - $23.65 $1.99 Million - $2.05 Million	86,744 Added 95.42%	177,652 $4.18 Million
Q4 2022 Jan 12, 2023	BUY	$23.05 - $23.48 $2.1 Million - $2.13 Million	90,908 New	90,908 $0

Others Institutions Holding IBTF

# of Institutions

311

Shares Held

86.3M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2025 TER

Ticker IBTF
Sector ETFs
Industry ETFs

More about IBTF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Private Wealth Partners. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Private Wealth Partners. LLC with notifications on news.

Account

Vista Private Wealth Partners. LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History