Waterford Advisors, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Waterford Advisors, LLC

  • $196 Million
  • Q3 2024

A detailed history of Waterford Advisors, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Waterford Advisors, LLC holds 18,830 shares of IBDQ stock, worth $471,314. This represents 0.24% of its overall portfolio holdings.

Number of Shares
18,830
Previous 11,771 59.97%
Holding current value
$471,314
Previous $292,000 61.64%
% of portfolio
0.24%
Previous 0.12%

Shares

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

Nov 14, 2024
BUY
$24.78 - $25.11 $174,922 - $177,251
7,059 Added 59.97%
18,830 $472,000
Q2 2024

Aug 14, 2024
BUY
$24.69 - $24.86 $493 - $497
20 Added 0.17%
11,771 $292,000
Q1 2024

May 15, 2024
SELL
$24.7 - $24.84 $29,516 - $29,683
-1,195 Reduced 9.23%
11,751 $291,000
Q3 2023

Nov 07, 2023
BUY
$24.29 - $24.48 $15,132 - $15,251
623 Added 5.06%
12,946 $315,000
Q4 2022

Feb 14, 2023
BUY
$23.87 - $24.49 $294,150 - $301,790
12,323 New
12,323 $300,000

Others Institutions Holding IBDQ

# of Institutions
396
Shares Held
82.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

IBDQ Quotes by TradingView
  • Ticker IBDQ
  • Sector ETFs
  • Industry ETFs
More about IBDQ
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