Modern Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Modern Wealth Management, LLC holds 39,241 shares of IBMN stock, worth $1.05 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
39,241
Previous 24,621 59.38%
Holding current value
$1.05 Million
Previous $656 Million 59.65%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$26.55 - $26.67 $388,161 - $389,915
14,620 Added 59.38%
39,241 $1.05 Billion
Q3 2024

Nov 05, 2024
BUY
$26.42 - $26.67 $108,295 - $109,320
4,099 Added 19.97%
24,621 $656 Million
Q2 2024

Aug 07, 2024
BUY
$26.34 - $26.49 $34,110 - $34,304
1,295 Added 6.74%
20,522 $544 Million
Q1 2024

May 13, 2024
BUY
$26.4 - $26.55 $507,592 - $510,476
19,227 New
19,227 $508 Million

Others Institutions Holding IBMN

# of Institutions
178
Shares Held
18.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

IBMN Quotes by TradingView
  • Ticker IBMN
  • Sector ETFs
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