A detailed history of Fairhaven Wealth Management, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Fairhaven Wealth Management, LLC holds 34,168 shares of IBDP stock, worth $857,958. This represents 0.28% of its overall portfolio holdings.

Number of Shares
34,168
Previous 31,642 7.98%
Holding current value
$857,958
Previous $792,000 8.33%
% of portfolio
0.28%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$24.98 - $25.13 $63,099 - $63,478
2,526 Added 7.98%
34,168 $858,000
Q1 2024

May 01, 2024

SELL
$24.89 - $25.05 $87,090 - $87,649
-3,499 Reduced 9.96%
31,642 $792,000
Q4 2023

Feb 08, 2024

BUY
$24.66 - $24.91 $18,199 - $18,383
738 Added 2.15%
35,141 $875,000
Q3 2023

Nov 14, 2023

BUY
$24.53 - $24.74 $2,943 - $2,968
120 Added 0.35%
34,403 $850,000
Q2 2023

Aug 11, 2023

BUY
$24.51 - $24.65 $840,276 - $845,075
34,283 New
34,283 $844,000

Others Institutions Holding IBDP

About ISHARES IBONDS DEC 2024 TERM C


  • Ticker IBDP
  • Sector ETFs
  • Industry ETFs
More about IBDP
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