Modern Wealth Management, LLC Ishares Tr Ibonds December 202 Transaction History

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Modern Wealth Management, LLC holds 45,728 shares of IBMO stock, worth $1.17 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

45,728

Previous 45,042 1.52%

Holding current value

$1.17 Million

Previous $1.15 Million 101667.13%

% of portfolio

0.02%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$25.58 - $25.72 $17,547 - $17,643	686 Added 1.52%	45,728 $1.17 Billion
Q2 2025 Aug 14, 2025	BUY	$25.32 - $25.63 $176,986 - $179,153	6,990 Added 18.37%	45,042 $1.15 Million
Q1 2025 May 15, 2025	SELL	$25.45 - $25.6 $61,843 - $62,208	-2,430 Reduced 6.0%	38,052 $973 Million
Q4 2024 May 30, 2025	BUY	$25.4 - $25.62 $64,617 - $65,177	2,544 Added 6.69%	40,596 $1.03 Million
Q4 2024 May 29, 2025	BUY	$25.4 - $25.62 $64,617 - $65,177	2,544 Added 6.69%	40,596 $1.03 Million

Q4 2024 Feb 11, 2025	BUY	$25.4 - $25.62 $387,223 - $390,576	15,245 Added 60.41%	40,482 $1.03 Billion
Q3 2024 May 30, 2025	SELL	$25.26 - $25.66 $323,706 - $328,832	-12,815 Reduced 33.68%	25,237 $647,000
Q3 2024 May 29, 2025	SELL	$25.26 - $25.66 $323,706 - $328,832	-12,815 Reduced 33.68%	25,237 $647,000
Q3 2024 Nov 05, 2024	BUY	$25.26 - $25.66 $107,077 - $108,772	4,239 Added 20.19%	25,237 $647 Million
Q2 2024 May 29, 2025	SELL	$25.16 - $25.33 $429,078 - $431,977	-17,054 Reduced 44.82%	20,998 $531,000
Q2 2024 Aug 07, 2024	BUY	$25.16 - $25.33 $34,393 - $34,626	1,367 Added 6.96%	20,998 $532 Million
Q1 2024 May 28, 2025	SELL	$25.35 - $25.52 $704,146 - $708,869	-27,777 Reduced 73.0%	10,275 $260 Million
Q1 2024 May 13, 2024	BUY	$25.35 - $25.52 $497,645 - $500,983	19,631 New	19,631 $496 Million

Others Institutions Holding IBMO

# of Institutions

201

Shares Held

18.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DECEMBER 202

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Modern Wealth Management, LLC Ishares Tr Ibonds December 202 Transaction History