Centricity Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Centricity Wealth Management, LLC

  • $110 Billion
  • Q1 2025

A detailed history of Centricity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 181,654 shares of IBDS stock, worth $4.37 Million. This represents 3.99% of its overall portfolio holdings.

Number of Shares
181,654
Previous 164,744 10.26%
Holding current value
$4.37 Million
Previous $3.95 Billion 11.28%
% of portfolio
3.99%
Previous 3.68%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$23.9 - $24.18 $404,149 - $408,883
16,910 Added 10.26%
181,654 $4.39 Billion
Q4 2024

Feb 03, 2025
BUY
$23.88 - $24.32 $3.93 Million - $4.01 Million
164,744 New
164,744 $3.95 Billion

Others Institutions Holding IBDS

# of Institutions
382
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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