Wells Financial Advisors Inc Ishares Tr Ibonds Dec 2028 Ter Transaction History

Wells Financial Advisors Inc

  • $148 Million
  • Q2 2024

A detailed history of Wells Financial Advisors Inc transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Wells Financial Advisors Inc holds 5,560 shares of IBDT stock, worth $140,000. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,560
Previous 5,560 -0.0%
Holding current value
$140,000
Previous $138,000 0.72%
% of portfolio
0.09%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 03, 2023
BUY
$23.29 - $24.79 $47,744 - $50,819
2,050 Added 58.4%
5,560 $135,000
Q4 2020

Feb 11, 2021
BUY
$28.93 - $29.6 $101,544 - $103,896
3,510 New
3,510 $104,000

Others Institutions Holding IBDT

# of Institutions
289
Shares Held
61.2M
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
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More about IBDT
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