Element Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Element Wealth, LLC

$187 Million
Q4 2024

A detailed history of Element Wealth, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Element Wealth, LLC holds 54,272 shares of IBDR stock, worth $1.29 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

54,272

Previous 52,850 2.69%

Holding current value

$1.29 Million

Previous $1.26 Million 2.63%

% of portfolio

0.69%

Previous 0.67%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	N/A	1,422 Added 2.69%	54,272 $1.29 Million
Q3 2024 Oct 23, 2024	BUY	$23.75 - $23.75 $30,091 - $30,091	1,267 Added 2.46%	52,850 $1.26 Million
Q2 2024 Aug 08, 2024	BUY	$23.65 - $23.82 $237,682 - $239,391	10,050 Added 24.2%	51,583 $1.23 Million
Q1 2024 May 09, 2024	BUY	$23.76 - $23.98 $102,168 - $103,114	4,300 Added 11.55%	41,533 $990,000
Q4 2023 Feb 01, 2024	BUY	$23.15 - $23.9 $536,917 - $554,312	23,193 Added 165.19%	37,233 $889,000
Q3 2023 Nov 08, 2023	BUY	$23.28 - $23.6 $64,206 - $65,088	2,758 Added 24.45%	14,040 $327,000
Q2 2023 Aug 07, 2023	BUY	$23.42 - $23.83 $89,066 - $90,625	3,803 Added 50.85%	11,282 $264,000
Q1 2023 May 03, 2023	BUY	$23.14 - $23.86 $63,704 - $65,686	2,753 Added 58.25%	7,479 $177,000
Q4 2022 Jan 17, 2023	BUY	$22.9 - $23.61 $108,225 - $111,580	4,726 New	4,726 $0

Others Institutions Holding IBDR

# of Institutions

404

Shares Held

102M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
Sector ETFs
Industry ETFs

More about IBDR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Element Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Element Wealth, LLC with notifications on news.

Account

Element Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History