Vista Private Wealth Partners. LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 573,783 shares of IBTG stock, worth $13.1 Million. This represents 5.07% of its overall portfolio holdings.

Number of Shares

573,783

Previous 555,420 3.31%

Holding current value

$13.1 Million

Previous $12.8 Million 3.31%

% of portfolio

5.07%

Previous 4.91%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 03, 2024	BUY	$22.55 - $23.1 $414,085 - $424,185	18,363 Added 3.31%	573,783 $13.2 Million
Q2 2024 Aug 05, 2024	BUY	$22.46 - $22.66 $12.5 Million - $12.6 Million	555,420 New	555,420 $12.6 Million
Q3 2023 Oct 10, 2023	BUY	$22.4 - $22.75 $234,505 - $238,169	10,469 Added 7.28%	154,326 $3.47 Million
Q2 2023 Jul 17, 2023	BUY	$22.63 - $23.26 $353,774 - $363,623	15,633 Added 12.19%	143,857 $3.26 Million
Q1 2023 May 09, 2023	BUY	$22.41 - $23.23 $1.6 Million - $1.66 Million	71,571 Added 126.33%	128,224 $2.96 Million
Q4 2022 Jan 12, 2023	BUY	$22.35 - $22.99 $1.27 Million - $1.3 Million	56,653 New	56,653 $0

Others Institutions Holding IBTG

# of Institutions

217

Shares Held

42.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

Ticker IBTG
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Vista Private Wealth Partners. LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History