Wells Financial Advisors Inc Ishares Tr Ibonds Dec 2026 Ter Transaction History

Wells Financial Advisors Inc

  • $72.4 Million
  • Q4 2024

A detailed history of Wells Financial Advisors Inc transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Wells Financial Advisors Inc holds 6,990 shares of IBDR stock, worth $166,012. This represents 0.23% of its overall portfolio holdings.

Number of Shares
6,990
Previous 6,990 -0.0%
Holding current value
$166,012
Previous $166,000 -0.0%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Nov 13, 2024
SELL
$23.75 - $23.75 $51,537 - $51,537
-2,170 Reduced 23.69%
6,990 $166,000
Q2 2023

Aug 07, 2023
SELL
$23.42 - $23.83 $18,736 - $19,064
-800 Reduced 8.03%
9,160 $214,000
Q4 2022

Feb 03, 2023
BUY
$22.9 - $23.61 $73,280 - $75,552
3,200 Added 47.34%
9,960 $232,000
Q4 2021

Feb 11, 2022
BUY
$25.98 - $26.52 $20,784 - $21,216
800 Added 13.42%
6,760 $176,000
Q4 2020

Feb 11, 2021
BUY
$26.72 - $27.1 $159,251 - $161,516
5,960 New
5,960 $162,000

Others Institutions Holding IBDR

# of Institutions
408
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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

Track Wells Financial Advisors Inc Portfolio

Follow Wells Financial Advisors Inc 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 Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wells Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email