Wealth Enhancement Advisory Services, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 27,076 shares of IBDT stock, worth $673,921. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27,076
Previous 25,450 6.39%
Holding current value
$673,921
Previous $630,000 9.68%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024
BUY
$24.62 - $25.59 $40,032 - $41,609
1,626 Added 6.39%
27,076 $691,000
Q2 2024

Jul 16, 2024
BUY
$24.4 - $24.86 $40,943 - $41,715
1,678 Added 7.06%
25,450 $630,000
Q1 2024

Apr 15, 2024
SELL
$24.69 - $25.14 $203,815 - $207,530
-8,255 Reduced 25.78%
23,772 $592,000
Q4 2023

Jan 30, 2024
BUY
$23.63 - $25.1 $352,228 - $374,140
14,906 Added 87.06%
32,027 $803,000
Q3 2023

Nov 13, 2023
BUY
$23.94 - $24.67 $409,876 - $422,375
17,121 New
17,121 $411,000

Others Institutions Holding IBDT

# of Institutions
302
Shares Held
67.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email