New England Private Wealth Advisors LLC Ishares Tr Ibonds December 202 Transaction History

New England Private Wealth Advisors LLC

$727 Million
Q3 2025

A detailed history of New England Private Wealth Advisors LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 73,305 shares of IBMO stock, worth $1.88 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

73,305

Previous 73,288 0.02%

Holding current value

$1.88 Million

Previous $1.88 Million 0.21%

% of portfolio

0.26%

Previous 0.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$25.58 - $25.72 $434 - $437	17 Added 0.02%	73,305 $1.88 Million
Q2 2025 Aug 07, 2025	BUY	$25.32 - $25.63 $835 - $845	33 Added 0.05%	73,288 $1.88 Million
Q1 2025 May 08, 2025	BUY	$25.45 - $25.6 $157,586 - $158,515	6,192 Added 9.23%	73,255 $1.87 Million
Q4 2024 Feb 07, 2025	BUY	$25.4 - $25.62 $1.27 Million - $1.28 Million	50,099 Added 295.33%	67,063 $1.71 Million
Q3 2024 Nov 07, 2024	BUY	$25.26 - $25.66 $555 - $564	22 Added 0.13%	16,964 $435,000

Q2 2024 Aug 07, 2024	BUY	$25.16 - $25.33 $578 - $582	23 Added 0.14%	16,942 $428,000
Q1 2024 May 08, 2024	BUY	$25.35 - $25.52 $329 - $331	13 Added 0.08%	16,919 $428,000
Q4 2023 Feb 02, 2024	BUY	$24.71 - $25.52 $417,747 - $431,441	16,906 New	16,906 $431,000

Others Institutions Holding IBMO

# of Institutions

201

Shares Held

18.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DECEMBER 202

Ticker IBMO
Sector ETFs
Industry ETFs

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New England Private Wealth Advisors LLC Ishares Tr Ibonds December 202 Transaction History