Modern Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Modern Wealth Management, LLC holds 44,260 shares of IBMN stock, worth $1.18 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
44,260
Previous 43,483 1.79%
Holding current value
$1.18 Million
Previous $1.16 Million 101853.22%
% of portfolio
0.02%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
$26.71 - $26.81 $20,753 - $20,831
777 Added 1.79%
44,260 $1.19 Billion
Q2 2025

Aug 14, 2025
BUY
$26.41 - $26.76 $174,385 - $176,696
6,603 Added 17.9%
43,483 $1.16 Million
Q1 2025

May 15, 2025
SELL
$26.63 - $26.75 $62,873 - $63,156
-2,361 Reduced 6.02%
36,880 $987 Million
Q4 2024

May 30, 2025
BUY
$26.55 - $26.67 $65,578 - $65,874
2,470 Added 6.7%
39,350 $1.05 Million
Q4 2024

May 29, 2025
BUY
$26.55 - $26.67 $65,578 - $65,874
2,470 Added 6.7%
39,350 $1.05 Million
Q4 2024

Feb 11, 2025
BUY
$26.55 - $26.67 $388,161 - $389,915
14,620 Added 59.38%
39,241 $1.05 Billion
Q3 2024

May 30, 2025
SELL
$26.42 - $26.67 $323,882 - $326,947
-12,259 Reduced 33.24%
24,621 $656,000
Q3 2024

May 29, 2025
SELL
$26.42 - $26.67 $323,882 - $326,947
-12,259 Reduced 33.24%
24,621 $656,000
Q3 2024

Nov 05, 2024
BUY
$26.42 - $26.67 $108,295 - $109,320
4,099 Added 19.97%
24,621 $656 Million
Q2 2024

May 29, 2025
SELL
$26.34 - $26.49 $430,869 - $433,323
-16,358 Reduced 44.35%
20,522 $543,000
Q2 2024

Aug 07, 2024
BUY
$26.34 - $26.49 $34,110 - $34,304
1,295 Added 6.74%
20,522 $544 Million
Q1 2024

May 28, 2025
SELL
$26.4 - $26.55 $702,213 - $706,203
-26,599 Reduced 72.12%
10,281 $272 Million
Q1 2024

May 13, 2024
BUY
$26.4 - $26.55 $507,592 - $510,476
19,227 New
19,227 $508 Million

Others Institutions Holding IBMN

# of Institutions
181
Shares Held
15.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

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