Vista Private Wealth Partners. LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 617,803 shares of IBTH stock, worth $13.7 Million. This represents 5.36% of its overall portfolio holdings.

Number of Shares

617,803

Previous 567,452 8.87%

Holding current value

$13.7 Million

Previous $12.8 Million 6.76%

% of portfolio

5.36%

Previous 4.92%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$22.1 - $22.59 $1.11 Million - $1.14 Million	50,351 Added 8.87%	617,803 $13.7 Million
Q3 2024 Dec 03, 2024	BUY	$21.96 - $22.69 $448,071 - $462,966	20,404 Added 3.73%	567,452 $12.8 Million
Q2 2024 Aug 05, 2024	BUY	$21.83 - $22.09 $11.9 Million - $12.1 Million	547,048 New	547,048 $12.1 Million
Q3 2023 Oct 10, 2023	BUY	$21.77 - $22.29 $143,181 - $146,601	6,577 Added 8.7%	82,178 $1.8 Million
Q2 2023 Jul 17, 2023	BUY	$22.15 - $22.9 $169,691 - $175,436	7,661 Added 11.28%	75,601 $1.67 Million
Q1 2023 May 09, 2023	BUY	$21.92 - $22.83 $1.05 Million - $1.09 Million	47,698 Added 235.64%	67,940 $1.54 Million
Q4 2022 Jan 12, 2023	BUY	$21.81 - $22.62 $441,478 - $457,874	20,242 New	20,242 $0

Others Institutions Holding IBTH

# of Institutions

214

Shares Held

35.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
Sector ETFs
Industry ETFs

More about IBTH

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 2027 Ter Transaction History