Executive Wealth Management, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Executive Wealth Management, LLC holds 152,044 shares of IBDT stock, worth $3.86 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
152,044
Previous 112,489 35.16%
Holding current value
$3.86 Million
Previous $2.87 Million 31.84%
% of portfolio
0.33%
Previous 0.25%

Shares

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

Feb 13, 2025
BUY
$24.82 - $25.48 $981,755 - $1.01 Million
39,555 Added 35.16%
152,044 $3.79 Million
Q3 2024

Nov 01, 2024
BUY
$24.62 - $25.59 $1.97 Million - $2.05 Million
80,190 Added 248.27%
112,489 $2.87 Million
Q2 2024

Aug 08, 2024
BUY
$24.4 - $24.86 $341,770 - $348,214
14,007 Added 76.57%
32,299 $800,000
Q1 2024

May 13, 2024
BUY
$24.69 - $25.14 $171,867 - $174,999
6,961 Added 61.43%
18,292 $455,000
Q4 2023

Jan 26, 2024
BUY
$23.63 - $25.1 $267,751 - $284,408
11,331 New
11,331 $284,000

Others Institutions Holding IBDT

# of Institutions
411
Shares Held
95.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBDT Quotes by TradingView
  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
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