Masso Torrence Wealth Management Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History

Masso Torrence Wealth Management Inc.

$178 Million
Q4 2024

A detailed history of Masso Torrence Wealth Management Inc. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 54,124 shares of IBDT stock, worth $1.35 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

54,124

Previous 45,843 18.06%

Holding current value

$1.35 Million

Previous $1.17 Million 15.13%

% of portfolio

0.76%

Previous 0.66%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$24.82 - $25.48 $205,534 - $210,999	8,281 Added 18.06%	54,124 $1.35 Million
Q3 2024 Oct 23, 2024	SELL	$24.62 - $25.59 $369 - $383	-15 Reduced 0.03%	45,843 $1.17 Million
Q2 2024 Jul 22, 2024	BUY	$24.4 - $24.86 $40,626 - $41,391	1,665 Added 3.77%	45,858 $1.14 Million
Q1 2024 Apr 23, 2024	BUY	$24.69 - $25.14 $164,484 - $167,482	6,662 Added 17.75%	44,193 $1.1 Million
Q4 2023 Feb 01, 2024	BUY	$23.63 - $25.1 $364,374 - $387,042	15,420 Added 69.74%	37,531 $941,000
Q3 2023 Nov 07, 2023	BUY	$23.94 - $24.67 $16,398 - $16,898	685 Added 3.2%	22,111 $531,000
Q2 2023 Aug 11, 2023	BUY	$24.43 - $25.1 $61,441 - $63,126	2,515 Added 13.3%	21,426 $524,000
Q1 2023 May 12, 2023	BUY	$24.16 - $25.2 $27,542 - $28,728	1,140 Added 6.41%	18,911 $471,000
Q4 2022 Feb 14, 2023	BUY	$23.29 - $24.79 $413,886 - $440,543	17,771 New	17,771 $431,000

Others Institutions Holding IBDT

# of Institutions

325

Shares Held

73.9M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

More about IBDT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Masso Torrence Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Masso Torrence Wealth Management Inc. with notifications on news.

Account

Masso Torrence Wealth Management Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History