A detailed history of Commonwealth Financial Services, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Commonwealth Financial Services, LLC holds 364,269 shares of IBDT stock, worth $9.12 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
364,269
Previous 344,891 5.62%
Holding current value
$9.12 Million
Previous $8.56 Billion 8.43%
% of portfolio
1.83%
Previous 1.76%

Shares

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

Oct 22, 2024

BUY
$24.62 - $25.59 $477,086 - $495,883
19,378 Added 5.62%
364,269 $9.28 Billion
Q2 2024

Aug 13, 2024

BUY
$24.4 - $24.86 $802,394 - $817,521
32,885 Added 10.54%
344,891 $8.56 Billion
Q1 2024

May 14, 2024

SELL
$24.69 - $25.14 $20,393 - $20,765
-826 Reduced 0.26%
312,006 $7.83 Billion
Q4 2023

Feb 14, 2024

BUY
$23.63 - $25.1 $2.6 Million - $2.76 Million
110,010 Added 54.24%
312,832 $7.85 Billion
Q3 2023

Nov 13, 2023

BUY
$23.94 - $24.67 $4.86 Million - $5 Million
202,822 New
202,822 $4.87 Billion

Others Institutions Holding IBDT

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
Track This Portfolio

Track Commonwealth Financial Services, LLC Portfolio

Follow Commonwealth Financial Services, LLC 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 Commonwealth Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Financial Services, LLC with notifications on news.