A detailed history of Meridian Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 15,315 shares of IBDW stock, worth $322,993. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,315
Previous 13,714 11.67%
Holding current value
$322,993
Previous $288,000 12.5%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$20.77 - $21.32 $33,252 - $34,133
1,601 Added 11.67%
15,315 $324,000
Q2 2025

Aug 08, 2025

BUY
$20.23 - $21.04 $46,549 - $48,413
2,301 Added 20.16%
13,714 $288,000
Q1 2025

May 12, 2025

BUY
$20.1 - $20.8 $229,401 - $237,390
11,413 New
11,413 $236,000
Q3 2024

Nov 12, 2024

BUY
$20.12 - $21.28 $194,842 - $206,075
9,684 New
9,684 $205,000

Others Institutions Holding IBDW

About ISHARES TR IBONDS DEC 2031 TER


  • Ticker IBDW
More about IBDW
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