Ae Wealth Management LLC Ishares Ibonds Dec 2024 Term C Transaction History

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024

A detailed history of Ae Wealth Management LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Ae Wealth Management LLC holds 489,267 shares of IBDP stock, worth $12.3 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
489,267
Previous 563,283 13.14%
Holding current value
$12.3 Million
Previous $14.2 Million 12.86%
% of portfolio
0.13%
Previous 0.16%

Shares

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

Nov 14, 2024
SELL
$25.04 - $25.21 $1.85 Million - $1.87 Million
-74,016 Reduced 13.14%
489,267 $12.3 Million
Q2 2024

Aug 12, 2024
SELL
$24.98 - $25.13 $2.49 Million - $2.51 Million
-99,862 Reduced 15.06%
563,283 $14.2 Million
Q1 2024

May 15, 2024
SELL
$24.89 - $25.05 $33.2 Million - $33.5 Million
-1,335,453 Reduced 66.82%
663,145 $16.6 Million
Q4 2023

Feb 14, 2024
BUY
$24.66 - $24.91 $13.7 Million - $13.8 Million
554,114 Added 38.36%
1,998,598 $49.8 Million
Q3 2023

Oct 11, 2023
BUY
$24.53 - $24.74 $31.3 Million - $31.6 Million
1,277,898 Added 767.11%
1,444,484 $35.7 Million
Q2 2023

Jul 10, 2023
SELL
$24.51 - $24.65 $212,942 - $214,159
-8,688 Reduced 4.96%
166,586 $4.1 Million
Q1 2023

Apr 14, 2023
BUY
$24.39 - $24.64 $3.89 Million - $3.93 Million
159,330 Added 999.31%
175,274 $4.31 Million
Q4 2022

Jan 31, 2023
BUY
$24.17 - $24.5 $385,366 - $390,628
15,944 New
15,944 $389,000

Others Institutions Holding IBDP

# of Institutions
365
Shares Held
67.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2024 TERM C

IBDP Quotes by TradingView
  • Ticker IBDP
  • Sector ETFs
  • Industry ETFs
More about IBDP
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email