Vista Private Wealth Partners. LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Vista Private Wealth Partners. LLC

  • $276 Million
  • Q1 2025

A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 689,290 shares of IBTI stock, worth $15.3 Million. This represents 5.56% of its overall portfolio holdings.

Number of Shares
689,290
Previous 620,067 11.16%
Holding current value
$15.3 Million
Previous $13.6 Million 12.94%
% of portfolio
5.56%
Previous 5.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$21.77 - $22.25 $1.51 Million - $1.54 Million
69,223 Added 11.16%
689,290 $15.3 Million
Q4 2024

Feb 03, 2025
BUY
$21.81 - $22.48 $3.87 Million - $3.98 Million
177,229 Added 40.02%
620,067 $13.6 Million
Q3 2024

Dec 03, 2024
BUY
$21.7 - $22.6 $436,495 - $454,599
20,115 Added 4.76%
442,838 $9.97 Million
Q2 2024

Aug 05, 2024
BUY
$21.51 - $21.88 $9.09 Million - $9.25 Million
422,723 New
422,723 $9.23 Million

Others Institutions Holding IBTI

# of Institutions
194
Shares Held
37.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBTI Quotes by TradingView
  • Ticker IBTI
  • Sector ETFs
  • Industry ETFs
More about IBTI
Track This Portfolio

Track Vista Private Wealth Partners. LLC Portfolio

Follow Vista Private Wealth Partners. LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email