Bergan Kdv Wealth Management, LLC Ishares Ibonds Dec 2022 Term C Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 24, 2022	SELL	N/A	-1,014,011 Reduced 90.37%	108,077 $2.71 Million
Q2 2022 Jul 13, 2022	BUY	N/A	37,888 Added 3.49%	1,122,088 $28.1 Million
Q1 2022 May 09, 2022	BUY	N/A	26,405 Added 2.5%	1,084,200 $27.1 Million
Q4 2021 Jan 28, 2022	BUY	N/A	41,322 Added 4.07%	1,057,795 $26.6 Million
Q3 2021 Nov 12, 2021	SELL	N/A	-553,838 Reduced 35.27%	1,016,473 $25.7 Million
Q2 2021 Aug 10, 2021	BUY	N/A	122,627 Added 8.47%	1,570,311 $39.9 Million
Q1 2021 May 11, 2021	BUY	N/A	1,409,295 Added 3671.09%	1,447,684 $36.9 Million
Q4 2020 Feb 04, 2021	BUY	N/A	6,716 Added 21.2%	38,389 $982,000
Q1 2020 Apr 24, 2020	SELL	N/A	-5,700 Reduced 15.25%	31,673 $785,000
Q4 2019 Feb 10, 2020	BUY	N/A	6,192 Added 19.86%	37,373 $945,000
Q2 2019 Aug 12, 2019	BUY	N/A	1,030 Added 3.42%	31,181 $787,000
Q1 2019 May 09, 2019	BUY	N/A	3,246 Added 12.06%	30,151 $751,000
Q4 2018 Feb 01, 2019	BUY	N/A	3,950 Added 17.21%	26,905 $650,000
Q3 2018 Nov 09, 2018	BUY	N/A	6,943 Added 43.36%	22,955 $558,000
Q1 2018 May 03, 2018	BUY	N/A	16,012 New	16,012 $392,000

Others Institutions Holding IBDN

# of Institutions

4

Shares Held

90.4K

Call Options Held

0

Put Options Held

0

About ISHARES IBONDS DEC 2022 TERM C

Ticker IBDN
Sector ETFs
Industry ETFs

More about IBDN

Track This Portfolio

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.