Mc Glone Suttner Wealth Management, Inc. Ishares Tr Ibonds Dec 2031 Ter Transaction History

Mc Glone Suttner Wealth Management, Inc.

$599 Billion
Q4 2024

A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 61,125 shares of IBDW stock, worth $1.25 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

61,125

Previous 58,047 5.3%

Holding current value

$1.25 Million

Previous $1.23 Billion 0.99%

% of portfolio

0.21%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$20.28 - $21.2 $62,421 - $65,253	3,078 Added 5.3%	61,125 $1.24 Billion
Q3 2024 Oct 10, 2024	BUY	$20.12 - $21.28 $532,556 - $563,260	26,469 Added 83.82%	58,047 $1.23 Billion
Q2 2024 Jul 18, 2024	SELL	$19.84 - $20.44 $493,063 - $507,974	-24,852 Reduced 44.04%	31,578 $656 Million
Q1 2024 Apr 18, 2024	BUY	$20.24 - $20.75 $503,004 - $515,679	24,852 Added 78.7%	56,430 $1.16 Billion
Q4 2023 Jan 18, 2024	BUY	$18.79 - $20.85 $289,084 - $320,777	15,385 Added 95.01%	31,578 $656 Million
Q2 2023 Jul 25, 2023	BUY	$20.06 - $20.81 $45,837 - $47,550	2,285 Added 16.43%	16,193 $328 Million
Q1 2023 Apr 20, 2023	BUY	$19.77 - $21.01 $274,961 - $292,207	13,908 New	13,908 $287 Million

Others Institutions Holding IBDW

# of Institutions

161

Shares Held

42.3M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

More about IBDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Glone Suttner Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Glone Suttner Wealth Management, Inc. with notifications on news.

Account

Mc Glone Suttner Wealth Management, Inc. Ishares Tr Ibonds Dec 2031 Ter Transaction History