Bergan Kdv Wealth Management, LLC Ishares Ibonds Dec 2025 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 2025 Term C stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 33,879 shares of IBDQ stock, worth $851,379. This represents 0.08% of its overall portfolio holdings.

Number of Shares
33,879
Previous 41,387 18.14%
Holding current value
$851,379
Previous $1.02 Million 18.72%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Jul 24, 2023
SELL
$24.34 - $24.65 $182,744 - $185,072
-7,508 Reduced 18.14%
33,879 $825,000
Q1 2023

Apr 27, 2023
BUY
$24.13 - $24.64 $76,009 - $77,616
3,150 Added 8.24%
41,387 $1.02 Million
Q4 2022

Jan 31, 2023
BUY
$23.87 - $24.49 $231,395 - $237,406
9,694 Added 33.96%
38,237 $929,000
Q3 2022

Oct 24, 2022
SELL
$24.08 - $25.03 $35,879 - $37,294
-1,490 Reduced 4.96%
28,543 $689,000
Q2 2022

Jul 13, 2022
BUY
$24.37 - $25.22 $291,148 - $301,303
11,947 Added 66.06%
30,033 $742,000
Q4 2021

Jan 28, 2022
BUY
$26.4 - $26.86 $39,600 - $40,290
1,500 Added 9.04%
18,086 $478,000
Q2 2021

Aug 10, 2021
BUY
$26.78 - $27.08 $39,902 - $40,349
1,490 Added 9.87%
16,586 $448,000
Q4 2020

Feb 04, 2021
BUY
$27.03 - $27.37 $49,545 - $50,169
1,833 Added 13.82%
15,096 $413,000
Q2 2019

Aug 12, 2019
BUY
$24.71 - $25.61 $29,899 - $30,988
1,210 Added 10.04%
13,263 $340,000
Q4 2018

Feb 01, 2019
BUY
$23.51 - $23.86 $47,020 - $47,720
2,000 Added 19.89%
12,053 $284,000
Q2 2018

Jul 23, 2018
BUY
$23.71 - $24.24 $238,356 - $243,684
10,053 New
10,053 $241,000

Others Institutions Holding IBDQ

# of Institutions
421
Shares Held
85.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

IBDQ Quotes by TradingView
  • Ticker IBDQ
  • Sector ETFs
  • Industry ETFs
More about IBDQ
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