Pfg Private Wealth Management, LLC Ishares Tr Ibonds December 202 Transaction History

Pfg Private Wealth Management, LLC

  • $172 Million
  • Q3 2024

A detailed history of Pfg Private Wealth Management, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 20,652 shares of IBMO stock, worth $526,419. This represents 0.31% of its overall portfolio holdings.

Number of Shares
20,652
Previous 19,391 6.5%
Holding current value
$526,419
Previous $490,000 7.96%
% of portfolio
0.31%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$25.26 - $25.66 $31,852 - $32,357
1,261 Added 6.5%
20,652 $529,000
Q2 2024

Jul 15, 2024
BUY
$25.16 - $25.33 $52,986 - $53,344
2,106 Added 12.18%
19,391 $490,000
Q1 2024

Apr 23, 2024
BUY
$25.35 - $25.52 $438,174 - $441,113
17,285 New
17,285 $438,000

Others Institutions Holding IBMO

# of Institutions
176
Shares Held
18.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMO Quotes by TradingView
  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
Track This Portfolio

Track Pfg Private Wealth Management, LLC Portfolio

Follow Pfg Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pfg Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email