Executive Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Executive Wealth Management, LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Executive Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Executive Wealth Management, LLC holds 153,756 shares of IBDR stock, worth $3.65 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
153,756
Previous 112,602 36.55%
Holding current value
$3.65 Million
Previous $2.67 Million 36.54%
% of portfolio
0.32%
Previous 0.23%

Shares

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

Feb 13, 2025
BUY
N/A
41,154 Added 36.55%
153,756 $3.65 Million
Q3 2024

Nov 01, 2024
BUY
$23.75 - $23.75 $2 Million - $2 Million
84,101 Added 295.08%
112,602 $2.67 Million
Q2 2024

Aug 08, 2024
BUY
$23.65 - $23.82 $324,407 - $326,738
13,717 Added 92.78%
28,501 $678,000
Q1 2024

May 13, 2024
BUY
$23.76 - $23.98 $351,267 - $354,520
14,784 New
14,784 $352,000

Others Institutions Holding IBDR

# of Institutions
464
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
Track This Portfolio

Track Executive Wealth Management, LLC Portfolio

Follow Executive Wealth Management, 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 Executive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Executive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email