Wj Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Wj Wealth Management, LLC

  • $152 Million
  • Q3 2025

A detailed history of Wj Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Wj Wealth Management, LLC holds 13,400 shares of IBDT stock, worth $340,628. This represents 0.22% of its overall portfolio holdings.

Number of Shares
13,400
Previous 26,800 50.0%
Holding current value
$340,628
Previous $683,000 50.07%
% of portfolio
0.22%
Previous 0.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 25, 2025
SELL
$25.24 - $25.56 $338,216 - $342,504
-13,400 Reduced 50.0%
13,400 $341,000
Q3 2025

Nov 14, 2025
BUY
$25.24 - $25.56 $206,968 - $209,592
8,200 Added 44.09%
26,800 $683,000
Q2 2025

Jul 28, 2025
BUY
$24.94 - $25.42 $463,884 - $472,812
18,600 New
18,600 $472,000
Q3 2024

Oct 31, 2024
BUY
$24.62 - $25.59 $3 Million - $3.12 Million
122,029 Added 547.46%
144,319 $3.68 Million
Q2 2024

Aug 09, 2024
BUY
$24.4 - $24.86 $543,876 - $554,129
22,290 New
22,290 $552,000

Others Institutions Holding IBDT

# of Institutions
411
Shares Held
95.7M
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
  • Industry ETFs
More about IBDT
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