A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Modern Wealth Management, LLC holds 41,436 shares of IBMP stock, worth $1.05 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
41,436
Previous 40,883 1.35%
Holding current value
$1.05 Million
Previous $1.04 Million 101789.29%
% of portfolio
0.02%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$25.3 - $25.56 $13,990 - $14,134
553 Added 1.35%
41,436 $1.06 Billion
Q2 2025

Aug 14, 2025

BUY
$24.98 - $25.35 $175,559 - $178,159
7,028 Added 20.76%
40,883 $1.04 Million
Q1 2025

May 15, 2025

SELL
$25.1 - $25.34 $62,775 - $63,375
-2,501 Reduced 6.88%
33,855 $856 Million
Q4 2024

May 30, 2025

BUY
$25.08 - $25.43 $45,871 - $46,511
1,829 Added 5.4%
35,684 $897,000
Q4 2024

May 29, 2025

BUY
$25.08 - $25.43 $45,871 - $46,511
1,829 Added 5.4%
35,684 $897,000
Q4 2024

Feb 11, 2025

BUY
$25.08 - $25.43 $911,808 - $924,533
36,356 New
36,356 $917 Million

Others Institutions Holding IBMP

About ISHARES TR IBONDS DECEMBER 202


  • Ticker IBMP
  • Sector ETFs
  • Industry ETFs
More about IBMP
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