A detailed history of Waterford Advisors, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Waterford Advisors, LLC holds 108,373 shares of IBDP stock, worth $2.72 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
108,373
Previous 108,046 0.3%
Holding current value
$2.72 Million
Previous $2.71 Million 0.63%
% of portfolio
1.14%
Previous 1.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$24.98 - $25.13 $8,168 - $8,217
327 Added 0.3%
108,373 $2.72 Million
Q1 2024

May 15, 2024

SELL
$24.89 - $25.05 $44,378 - $44,664
-1,783 Reduced 1.62%
108,046 $2.71 Million
Q4 2023

Feb 13, 2024

BUY
$24.66 - $24.91 $167,638 - $169,338
6,798 Added 6.6%
109,829 $2.74 Million
Q2 2023

Jul 31, 2023

BUY
$24.51 - $24.65 $186,423 - $187,487
7,606 Added 7.97%
103,031 $2.54 Million
Q1 2023

May 02, 2023

BUY
$24.39 - $24.64 $31,902 - $32,229
1,308 Added 1.39%
95,425 $2.35 Million
Q4 2022

Feb 14, 2023

BUY
$24.17 - $24.5 $2.27 Million - $2.31 Million
94,117 New
94,117 $2.3 Million

Others Institutions Holding IBDP

About ISHARES IBONDS DEC 2024 TERM C


  • Ticker IBDP
  • Sector ETFs
  • Industry ETFs
More about IBDP
Track This Portfolio

Track Waterford Advisors, LLC Portfolio

Follow Waterford Advisors, 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 Waterford Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waterford Advisors, LLC with notifications on news.