Bergan Kdv Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 31,503 shares of IBDR stock, worth $748,196. This represents 0.07% of its overall portfolio holdings.

Number of Shares
31,503
Previous 32,451 2.92%
Holding current value
$748,196
Previous $770,000 4.03%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Jul 24, 2023
SELL
$23.42 - $23.83 $22,202 - $22,590
-948 Reduced 2.92%
31,503 $739,000
Q1 2023

Apr 27, 2023
BUY
$23.14 - $23.86 $61,506 - $63,419
2,658 Added 8.92%
32,451 $770,000
Q4 2022

Jan 31, 2023
BUY
$22.9 - $23.61 $110,881 - $114,319
4,842 Added 19.41%
29,793 $695,000
Q3 2022

Oct 24, 2022
SELL
$23.21 - $24.34 $8,355 - $8,762
-360 Reduced 1.42%
24,951 $576,000
Q2 2022

Jul 13, 2022
BUY
$23.33 - $24.57 $288,358 - $303,685
12,360 Added 95.44%
25,311 $602,000
Q4 2021

Jan 28, 2022
BUY
$25.98 - $26.52 $115,818 - $118,226
4,458 Added 52.49%
12,951 $338,000
Q2 2021

Aug 10, 2021
BUY
$26.28 - $26.69 $50,983 - $51,778
1,940 Added 29.6%
8,493 $226,000
Q1 2021

May 11, 2021
BUY
$26.27 - $27.07 $87,610 - $90,278
3,335 Added 103.64%
6,553 $173,000
Q4 2020

Feb 04, 2021
BUY
$26.72 - $27.1 $16,032 - $16,260
600 Added 22.92%
3,218 $87,000
Q3 2020

Nov 05, 2020
BUY
$26.64 - $27.04 $69,743 - $70,790
2,618 New
2,618 $70,000

Others Institutions Holding IBDR

# of Institutions
370
Shares Held
88.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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