A detailed history of Austin Private Wealth, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Austin Private Wealth, LLC holds 44,299 shares of IBDS stock, worth $1.07 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
44,299
Previous 38,402 15.36%
Holding current value
$1.07 Million
Previous $911,000 18.44%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 30, 2024

BUY
$23.63 - $24.42 $139,346 - $144,004
5,897 Added 15.36%
44,299 $1.08 Million
Q2 2024

Jul 12, 2024

BUY
$23.48 - $23.77 $325,644 - $329,666
13,869 Added 56.53%
38,402 $911,000
Q1 2024

Apr 12, 2024

BUY
$23.67 - $24.03 $264,322 - $268,343
11,167 Added 83.55%
24,533 $583,000
Q4 2023

Jan 18, 2024

BUY
$22.84 - $23.94 $305,279 - $319,982
13,366 New
13,366 $319,000

Others Institutions Holding IBDS

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
Track This Portfolio

Track Austin Private Wealth, LLC Portfolio

Follow Austin Private Wealth, 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 Austin Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Austin Private Wealth, LLC with notifications on news.