Waterford Advisors, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Waterford Advisors, LLC

  • $196 Million
  • Q3 2024

A detailed history of Waterford Advisors, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Waterford Advisors, LLC holds 13,538 shares of IBMM stock, worth $352,664. This represents 0.18% of its overall portfolio holdings.

Number of Shares
13,538
Previous 17,584 23.01%
Holding current value
$352,664
Previous $458,000 22.93%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Nov 14, 2024
SELL
$25.97 - $26.11 $105,074 - $105,641
-4,046 Reduced 23.01%
13,538 $353,000
Q2 2024

Aug 14, 2024
SELL
$25.91 - $26.05 $5,052 - $5,079
-195 Reduced 1.1%
17,584 $458,000
Q4 2023

Feb 13, 2024
BUY
$25.65 - $25.93 $456,031 - $461,009
17,779 New
17,779 $461,000
Q4 2022

Feb 14, 2023
BUY
$25.46 - $25.87 $461,258 - $468,686
18,117 New
18,117 $467,000

Others Institutions Holding IBMM

# of Institutions
169
Shares Held
12.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

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