Provenance Wealth Advisors, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 13,092 shares of IBDW stock, worth $279,383. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,092
Previous 10,659 22.83%
Holding current value
$279,383
Previous $217 Million 25.24%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Aug 15, 2025
BUY
$20.1 - $20.8 $48,903 - $50,606
2,433 Added 22.83%
13,092 $272 Million
Q3 2024

Aug 15, 2025
BUY
$20.12 - $21.28 $214,459 - $226,823
10,659 New
10,659 $226 Million

Others Institutions Holding IBDW

# of Institutions
237
Shares Held
69.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
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