Wealthspire Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 164,057 shares of IBTF stock, worth $3.82 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

164,057

Previous 178,011 7.84%

Holding current value

$3.82 Million

Previous $4.13 Million 7.04%

% of portfolio

0.04%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$23.13 - $23.43 $322,756 - $326,942	-13,954 Reduced 7.84%	164,057 $3.84 Million
Q2 2024 Aug 08, 2024	BUY	$23.1 - $23.22 $432,316 - $434,562	18,715 Added 11.75%	178,011 $4.13 Million
Q1 2024 May 06, 2024	BUY	$23.16 - $23.36 $185,465 - $187,066	8,008 Added 5.29%	159,296 $3.7 Million
Q4 2023 Feb 06, 2024	BUY	$22.97 - $23.28 $295,991 - $299,986	12,886 Added 9.31%	151,288 $3.52 Million
Q3 2023 Nov 06, 2023	BUY	$23.01 - $23.2 $794,236 - $800,794	34,517 Added 33.23%	138,402 $3.19 Million
Q2 2023 Jul 31, 2023	BUY	$23.13 - $23.6 $324,051 - $330,636	14,010 Added 15.59%	103,885 $2.4 Million
Q1 2023 May 09, 2023	BUY	$22.99 - $23.65 $1.25 Million - $1.29 Million	54,494 Added 154.02%	89,875 $2.11 Million
Q4 2022 Feb 13, 2023	BUY	$23.05 - $23.48 $815,532 - $830,745	35,381 New	35,381 $823,000

Others Institutions Holding IBTF

# of Institutions

280

Shares Held

69.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

Ticker IBTF
Sector ETFs
Industry ETFs

More about IBTF

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Wealthspire Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History