Modern Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Modern Wealth Management, LLC holds 24,621 shares of IBMN stock, worth $656,395. This represents 0.04% of its overall portfolio holdings.

Number of Shares
24,621
Previous 20,522 19.97%
Holding current value
$656,395
Previous $544 Million 20.77%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 05, 2024
BUY
$26.42 - $26.67 $108,295 - $109,320
4,099 Added 19.97%
24,621 $656 Million
Q2 2024

Aug 07, 2024
BUY
$26.34 - $26.49 $34,110 - $34,304
1,295 Added 6.74%
20,522 $544 Million
Q1 2024

May 13, 2024
BUY
$26.4 - $26.55 $507,592 - $510,476
19,227 New
19,227 $508 Million

Others Institutions Holding IBMN

# of Institutions
167
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

IBMN Quotes by TradingView
  • Ticker IBMN
  • Sector ETFs
  • Industry ETFs
More about IBMN
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