Executive Wealth Management, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Executive Wealth Management, LLC holds 171,205 shares of IBDU stock, worth $4 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
171,205
Previous 128,120 33.63%
Holding current value
$4 Million
Previous $3.01 Million 29.58%
% of portfolio
0.34%
Previous 0.26%

Shares

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

Feb 13, 2025
BUY
$22.71 - $23.47 $978,460 - $1.01 Million
43,085 Added 33.63%
171,205 $3.9 Million
Q3 2024

Nov 01, 2024
BUY
$22.51 - $23.57 $2.88 Million - $3.02 Million
128,120 New
128,120 $3.01 Million
Q1 2024

May 13, 2024
BUY
$22.61 - $23.1 $325,290 - $332,339
14,387 Added 107.12%
27,818 $634,000
Q4 2023

Jan 26, 2024
BUY
$21.44 - $23.11 $287,960 - $310,390
13,431 New
13,431 $309,000

Others Institutions Holding IBDU

# of Institutions
347
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

IBDU Quotes by TradingView
  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
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