A detailed history of Chesley Taft & Associates LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Chesley Taft & Associates LLC holds 35,200 shares of IBDW stock, worth $718,432. This represents 0.03% of its overall portfolio holdings.

Number of Shares
35,200
Previous 22,000 60.0%
Holding current value
$718,432
Previous $466,000 53.65%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jan 16, 2025

BUY
$20.28 - $21.2 $267,696 - $279,840
13,200 Added 60.0%
35,200 $716,000
Q3 2024

Oct 07, 2024

BUY
$20.12 - $21.28 $442,640 - $468,160
22,000 New
22,000 $466,000

Others Institutions Holding IBDW

About ISHARES TR IBONDS DEC 2031 TER


  • Ticker IBDW
More about IBDW
Track This Portfolio

Track Chesley Taft & Associates LLC Portfolio

Follow Chesley Taft & Associates LLC 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 Chesley Taft & Associates LLC, based on Form 13F filings with the SEC.

News

Stay updated on Chesley Taft & Associates LLC with notifications on news.