Beacon Financial Group Ishares Tr Ibonds Dec 2029 Ter Transaction History

Beacon Financial Group

  • $913 Million
  • Q3 2024

A detailed history of Beacon Financial Group transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Beacon Financial Group holds 33,900 shares of IBDU stock, worth $776,649. This represents 0.09% of its overall portfolio holdings.

Number of Shares
33,900
Previous 40,132 15.53%
Holding current value
$776,649
Previous $909,000 12.43%
% 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
$22.51 - $23.57 $140,282 - $146,888
-6,232 Reduced 15.53%
33,900 $796,000
Q2 2024

Aug 06, 2024
BUY
$22.29 - $22.77 $97,295 - $99,391
4,365 Added 12.2%
40,132 $909,000
Q1 2024

May 07, 2024
BUY
$22.61 - $23.1 $271,071 - $276,945
11,989 Added 50.42%
35,767 $816,000
Q4 2023

Feb 23, 2024
BUY
$21.44 - $23.11 $509,800 - $549,509
23,778 New
23,778 $548,000

Others Institutions Holding IBDU

# of Institutions
233
Shares Held
59.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

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

Track Beacon Financial Group Portfolio

Follow Beacon Financial Group 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 Beacon Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email