Vista Private Wealth Partners. LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 620,067 shares of IBTI stock, worth $13.6 Million. This represents 5.31% of its overall portfolio holdings.

Number of Shares
620,067
Previous 442,838 40.02%
Holding current value
$13.6 Million
Previous $9.97 Million 36.23%
% of portfolio
5.31%
Previous 3.82%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
159
Shares Held
25.3M
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
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