A detailed history of Beacon Financial Group transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Beacon Financial Group holds 34,973 shares of IBDS stock, worth $836,204. This represents 0.09% of its overall portfolio holdings.

Number of Shares
34,973
Previous 38,153 8.33%
Holding current value
$836,204
Previous $905,000 5.86%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Nov 12, 2024

SELL
$23.63 - $24.42 $75,143 - $77,655
-3,180 Reduced 8.33%
34,973 $852,000
Q2 2024

Aug 06, 2024

BUY
$23.48 - $23.77 $94,013 - $95,175
4,004 Added 11.73%
38,153 $905,000
Q1 2024

May 07, 2024

BUY
$23.67 - $24.03 $276,749 - $280,958
11,692 Added 52.06%
34,149 $812,000
Q4 2023

Feb 23, 2024

BUY
$22.84 - $23.94 $512,917 - $537,620
22,457 New
22,457 $537,000

Others Institutions Holding IBDS

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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