Mc Glone Suttner Wealth Management, Inc. Ishares Tr Ibonds Dec 2029 Ter Transaction History

Mc Glone Suttner Wealth Management, Inc.

$481 Billion
Q3 2024

A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 20,470 shares of IBDU stock, worth $466,511. This represents 0.1% of its overall portfolio holdings.

Number of Shares

20,470

Previous 16,408 24.76%

Holding current value

$466,511

Previous $379 Million 27.14%

% of portfolio

0.1%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$22.51 - $23.57 $91,435 - $95,741	4,062 Added 24.76%	20,470 $481 Million
Q2 2024 Jul 18, 2024	SELL	$22.29 - $22.77 $8,849 - $9,039	-397 Reduced 2.36%	16,408 $379 Million
Q1 2024 Apr 18, 2024	BUY	$22.61 - $23.1 $8,976 - $9,170	397 Added 2.42%	16,805 $383 Million
Q4 2023 Jan 18, 2024	BUY	$21.44 - $23.11 $37,048 - $39,934	1,728 Added 11.77%	16,408 $379 Million
Q2 2023 Jul 25, 2023	BUY	$22.32 - $23.04 $25,824 - $26,657	1,157 Added 8.56%	14,680 $330 Million
Q1 2023 Apr 20, 2023	BUY	$21.99 - $23.12 $297,370 - $312,651	13,523 New	13,523 $309 Million

Others Institutions Holding IBDU

# of Institutions

235

Shares Held

59.8M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
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Mc Glone Suttner Wealth Management, Inc. Ishares Tr Ibonds Dec 2029 Ter Transaction History