Wells Financial Advisors Inc Ishares Ibonds Dec 2024 Term C Transaction History

Wells Financial Advisors Inc

  • $73.1 Million
  • Q3 2024

A detailed history of Wells Financial Advisors Inc transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Wells Financial Advisors Inc holds 6,880 shares of IBDP stock, worth $173,032. This represents 0.24% of its overall portfolio holdings.

Number of Shares
6,880
Previous 16,140 57.37%
Holding current value
$173,032
Previous $405,000 57.28%
% of portfolio
0.24%
Previous 0.27%

Shares

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

Nov 13, 2024
SELL
$25.04 - $25.21 $231,870 - $233,444
-9,260 Reduced 57.37%
6,880 $173,000
Q2 2024

Aug 09, 2024
SELL
$24.98 - $25.13 $61,825 - $62,196
-2,475 Reduced 13.3%
16,140 $405,000
Q4 2023

Feb 12, 2024
SELL
$24.66 - $24.91 $30,331 - $30,639
-1,230 Reduced 6.2%
18,615 $463,000
Q2 2023

Aug 07, 2023
SELL
$24.51 - $24.65 $42,157 - $42,398
-1,720 Reduced 7.98%
19,845 $488,000
Q4 2022

Feb 03, 2023
SELL
$24.17 - $24.5 $25,378 - $25,725
-1,050 Reduced 4.64%
21,565 $526,000
Q3 2022

Nov 09, 2022
SELL
$24.3 - $24.9 $207,765 - $212,895
-8,550 Reduced 27.43%
22,615 $551,000
Q1 2022

Apr 25, 2022
SELL
$25.0 - $25.95 $95,000 - $98,610
-3,800 Reduced 10.87%
31,165 $782,000
Q4 2021

Feb 11, 2022
SELL
$25.89 - $26.28 $54,110 - $54,925
-2,090 Reduced 5.64%
34,965 $907,000
Q4 2020

Feb 11, 2021
BUY
$26.33 - $26.6 $975,658 - $985,663
37,055 New
37,055 $985,000

Others Institutions Holding IBDP

# of Institutions
368
Shares Held
67.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2024 TERM C

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