Alterna Wealth Management, Inc Ishares Tr Ibonds Dec 2027 Ter Transaction History

Alterna Wealth Management, Inc

  • $115 Million
  • Q4 2024

A detailed history of Alterna Wealth Management, Inc transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 20,663 shares of IBDS stock, worth $499,218. This represents 0.43% of its overall portfolio holdings.

Number of Shares
20,663
Previous 19,481 6.07%
Holding current value
$499,218
Previous $474,000 4.43%
% of portfolio
0.43%
Previous 0.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$23.88 - $24.32 $28,226 - $28,746
1,182 Added 6.07%
20,663 $495,000
Q3 2024

Oct 30, 2024
BUY
$23.63 - $24.42 $3,237 - $3,345
137 Added 0.71%
19,481 $474,000
Q2 2024

Jul 12, 2024
BUY
$23.48 - $23.77 $33,012 - $33,420
1,406 Added 7.84%
19,344 $459,000
Q1 2024

May 03, 2024
BUY
$23.67 - $24.03 $424,592 - $431,050
17,938 New
17,938 $426,000
Q3 2022

Nov 09, 2022
BUY
$22.77 - $24.53 $408,015 - $439,553
17,919 New
17,919 $412,000

Others Institutions Holding IBDS

# of Institutions
378
Shares Held
97.4M
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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