Bergan Kdv Wealth Management, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 11,860 shares of IBDS stock, worth $280,251. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,860
Previous 10,141 16.95%
Holding current value
$280,251
Previous $241,000 15.35%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jul 24, 2023
BUY
$23.39 - $23.94 $40,207 - $41,152
1,719 Added 16.95%
11,860 $278,000
Q4 2022

Jan 31, 2023
BUY
$22.77 - $23.67 $96,795 - $100,621
4,251 Added 72.17%
10,141 $236,000
Q2 2021

Aug 10, 2021
BUY
$26.65 - $27.15 $59,083 - $60,191
2,217 Added 60.36%
5,890 $159,000
Q3 2020

Nov 05, 2020
BUY
$26.95 - $27.49 $98,987 - $100,970
3,673 New
3,673 $100,000

Others Institutions Holding IBDS

# of Institutions
320
Shares Held
75.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC 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 Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email