J.W. Cole Advisors, Inc. Ishares Tr Ibonds Dec 2032 Ter Transaction History

J.W. Cole Advisors, Inc.

$5.04 Billion
Q3 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 40,029 shares of IBDX stock, worth $1.02 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

40,029

Previous 36,041 11.07%

Holding current value

$1.02 Million

Previous $911,000 12.51%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$24.97 - $25.78 $99,580 - $102,810	3,988 Added 11.07%	40,029 $1.03 Million
Q2 2025 Aug 12, 2025	BUY	$24.31 - $25.29 $876,156 - $911,476	36,041 New	36,041 $911,000
Q4 2024 Jan 30, 2025	SELL	$24.5 - $25.72 $108,804 - $114,222	-4,441 Reduced 9.55%	42,065 $1.03 Million
Q3 2024 Oct 24, 2024	BUY	$24.34 - $25.83 $764,470 - $811,268	31,408 Added 208.03%	46,506 $1.2 Million
Q2 2024 Aug 08, 2024	BUY	$24.0 - $24.77 $98,496 - $101,656	4,104 Added 37.33%	15,098 $370,000

Q1 2024 Apr 30, 2024	BUY	$24.5 - $25.2 $269,353 - $277,048	10,994 New	10,994 $272,000

Others Institutions Holding IBDX

# of Institutions

189

Shares Held

43M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2032 TER

Ticker IBDX
Sector ETFs
Industry ETFs

More about IBDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.

Account

J.W. Cole Advisors, Inc. Ishares Tr Ibonds Dec 2032 Ter Transaction History