Bergan Kdv Wealth Management, LLC Ishares Ibonds Dec 2024 Term C Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 37,131 shares of IBDP stock, worth $933,844. This represents 0.09% of its overall portfolio holdings.

Number of Shares
37,131
Previous 43,972 15.56%
Holding current value
$933,844
Previous $1.08 Million 15.45%
% of portfolio
0.09%
Previous 0.11%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
SELL
$24.51 - $24.65 $167,672 - $168,630
-6,841 Reduced 15.56%
37,131 $914,000
Q4 2022

Jan 31, 2023
BUY
$24.17 - $24.5 $175,039 - $177,429
7,242 Added 19.72%
43,972 $1.07 Million
Q3 2022

Oct 24, 2022
SELL
$24.3 - $24.9 $42,039 - $43,077
-1,730 Reduced 4.5%
36,730 $894,000
Q2 2022

Jul 13, 2022
BUY
$24.47 - $25.06 $293,517 - $300,594
11,995 Added 45.32%
38,460 $952,000
Q1 2022

May 09, 2022
BUY
$25.0 - $25.95 $60,000 - $62,280
2,400 Added 9.97%
26,465 $664,000
Q4 2021

Jan 28, 2022
BUY
$25.89 - $26.28 $49,708 - $50,457
1,920 Added 8.67%
24,065 $624,000
Q2 2021

Aug 10, 2021
BUY
$26.31 - $26.47 $99,530 - $100,136
3,783 Added 20.6%
22,145 $584,000
Q1 2021

May 11, 2021
BUY
$26.3 - $26.59 $20,514 - $20,740
780 Added 4.44%
18,362 $485,000
Q4 2020

Feb 04, 2021
BUY
$26.33 - $26.6 $107,242 - $108,341
4,073 Added 30.15%
17,582 $467,000
Q3 2020

Nov 05, 2020
BUY
$26.33 - $26.57 $130,991 - $132,185
4,975 Added 58.3%
13,509 $357,000
Q4 2018

Feb 01, 2019
BUY
N/A
3 Added 0.04%
8,534 $204,000
Q3 2018

Nov 09, 2018
BUY
N/A
1,338 Added 18.6%
8,531 $206,000
Q2 2018

Jul 23, 2018
BUY
N/A
7,193 New
7,193 $173,000

Others Institutions Holding IBDP

# of Institutions
45
Shares Held
6.37M
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
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More about IBDP
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