Mc Glone Suttner Wealth Management, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History

Mc Glone Suttner Wealth Management, Inc.

$481 Billion
Q3 2024

A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 31,206 shares of IBDT stock, worth $776,093. This represents 0.17% of its overall portfolio holdings.

Number of Shares

31,206

Previous 24,499 27.38%

Holding current value

$776,093

Previous $615 Million 29.61%

% of portfolio

0.17%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$24.62 - $25.59 $165,126 - $171,632	6,707 Added 27.38%	31,206 $797 Million
Q2 2024 Jul 18, 2024	SELL	$24.4 - $24.86 $115,558 - $117,736	-4,736 Reduced 16.2%	24,499 $615 Million
Q1 2024 Apr 18, 2024	BUY	$24.69 - $25.14 $116,931 - $119,063	4,736 Added 19.33%	29,235 $728 Million
Q4 2023 Jan 18, 2024	BUY	$23.63 - $25.1 $74,245 - $78,864	3,142 Added 14.71%	24,499 $615 Million
Q3 2023 Oct 19, 2023	BUY	$23.94 - $24.67 $96,837 - $99,790	4,045 Added 23.37%	21,357 $513 Million
Q2 2023 Jul 25, 2023	BUY	$24.43 - $25.1 $81,816 - $84,059	3,349 Added 23.98%	17,312 $424 Million
Q1 2023 Apr 20, 2023	BUY	$24.16 - $25.2 $337,346 - $351,867	13,963 New	13,963 $348 Million

Others Institutions Holding IBDT

# of Institutions

302

Shares Held

67.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

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Mc Glone Suttner Wealth Management, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History