Provenance Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Provenance Wealth Advisors, LLC

  • $695 Billion
  • Q1 2025

A detailed history of Provenance Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 34,452 shares of IBDS stock, worth $838,906. This represents 0.12% of its overall portfolio holdings.

Number of Shares
34,452
Previous 39,546 12.88%
Holding current value
$838,906
Previous $948 Million 12.08%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Aug 15, 2025
SELL
$23.9 - $24.18 $121,746 - $123,172
-5,094 Reduced 12.88%
34,452 $833 Million
Q4 2024

Aug 15, 2025
BUY
$23.88 - $24.32 $501,647 - $510,890
21,007 Added 113.31%
39,546 $948 Million
Q3 2024

Aug 15, 2025
BUY
$23.63 - $24.42 $244,759 - $252,942
10,358 Added 126.61%
18,539 $452 Million
Q1 2024

Aug 15, 2025
SELL
$23.67 - $24.03 $3,739 - $3,796
-158 Reduced 1.89%
8,181 $195 Million
Q4 2023

Aug 15, 2025
BUY
$22.84 - $23.94 $49,722 - $52,117
2,177 Added 35.33%
8,339 $200 Million
Q3 2023

Aug 15, 2025
BUY
$23.07 - $23.6 $142,157 - $145,423
6,162 New
6,162 $143 Million

Others Institutions Holding IBDS

# of Institutions
420
Shares Held
109M
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
Track This Portfolio

Track Provenance Wealth Advisors, LLC Portfolio

Follow Provenance Wealth Advisors, 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 Provenance Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Provenance Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email