Wells Financial Advisors Inc Ishares Ibonds Dec 2025 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 2025 Term C stock. As of the latest transaction made, Wells Financial Advisors Inc holds 6,800 shares of IBDQ stock, worth $170,136. This represents 0.23% of its overall portfolio holdings.

Number of Shares
6,800
Previous 16,930 59.83%
Holding current value
$170,136
Previous $420,000 59.52%
% of portfolio
0.23%
Previous 0.28%

Shares

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

Nov 13, 2024
SELL
$24.78 - $25.11 $251,021 - $254,364
-10,130 Reduced 59.83%
6,800 $170,000
Q2 2023

Aug 07, 2023
SELL
$24.34 - $24.65 $43,325 - $43,877
-1,780 Reduced 9.51%
16,930 $412,000
Q4 2022

Feb 03, 2023
BUY
$23.87 - $24.49 $9,070 - $9,306
380 Added 2.07%
18,710 $455,000
Q1 2022

Apr 25, 2022
SELL
$25.16 - $26.41 $58,119 - $61,007
-2,310 Reduced 11.19%
18,330 $463,000
Q4 2020

Feb 11, 2021
BUY
$27.03 - $27.37 $557,899 - $564,916
20,640 New
20,640 $565,000

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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