A detailed history of Wealthsource Partners, LLC transactions in Ishares Ibonds 2024 Term High stock. As of the latest transaction made, Wealthsource Partners, LLC holds 31,791 shares of IBHD stock, worth $738,187. This represents 0.05% of its overall portfolio holdings.

Number of Shares
31,791
Previous 22,231 43.0%
Holding current value
$738,187
Previous $515,000 43.11%
% of portfolio
0.05%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024

BUY
$23.0 - $23.3 $219,880 - $222,748
9,560 Added 43.0%
31,791 $737,000
Q3 2023

Nov 09, 2023

BUY
$22.91 - $23.24 $46,003 - $46,665
2,008 Added 9.93%
22,231 $515,000
Q2 2023

Aug 14, 2023

BUY
$22.78 - $23.08 $8,337 - $8,447
366 Added 1.84%
20,223 $466,000
Q1 2023

May 15, 2023

BUY
$22.73 - $23.23 $119,491 - $122,120
5,257 Added 36.01%
19,857 $459,000
Q4 2022

Feb 09, 2023

BUY
$22.19 - $23.0 $323,974 - $335,800
14,600 New
14,600 $331,000

Others Institutions Holding IBHD

About ISHARES IBONDS 2024 TERM HIGH


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

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, 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 Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.