A detailed history of Meredith Wealth Planning transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Meredith Wealth Planning holds 11,798 shares of IBDS stock, worth $282,916. This represents 0.14% of its overall portfolio holdings.

Number of Shares
11,798
Previous 11,669 1.11%
Holding current value
$282,916
Previous $277 Million 3.83%
% of portfolio
0.14%
Previous 0.15%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$23.63 - $24.42 $3,048 - $3,150
129 Added 1.11%
11,798 $288 Million
Q2 2024

Jul 24, 2024

BUY
$23.48 - $23.77 $2,277 - $2,305
97 Added 0.84%
11,669 $277 Million
Q1 2024

Apr 23, 2024

BUY
$23.67 - $24.03 $1,940 - $1,970
82 Added 0.71%
11,572 $275 Million
Q4 2023

Jan 25, 2024

BUY
$22.84 - $23.94 $1,964 - $2,058
86 Added 0.75%
11,490 $275 Million
Q3 2023

Oct 16, 2023

BUY
$23.07 - $23.6 $2,814 - $2,879
122 Added 1.08%
11,404 $264 Million
Q2 2023

Jul 14, 2023

BUY
$23.39 - $23.94 $2,385 - $2,441
102 Added 0.91%
11,282 $265 Million
Q1 2023

Apr 24, 2023

BUY
$23.15 - $24.01 $1,574 - $1,632
68 Added 0.61%
11,180 $266 Million
Q4 2022

Feb 01, 2023

BUY
$22.55 - $23.67 $250,575 - $263,021
11,112 New
11,112 $260 Million

Others Institutions Holding IBDS

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
Track This Portfolio

Track Meredith Wealth Planning Portfolio

Follow Meredith Wealth Planning 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 Meredith Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Meredith Wealth Planning with notifications on news.