Bogart Wealth, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Bogart Wealth, LLC holds 6,425 shares of IBDS stock, worth $154,714. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,425
Previous 5,597 14.79%
Holding current value
$154,714
Previous $132,000 18.18%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$23.63 - $24.42 $19,565 - $20,219
828 Added 14.79%
6,425 $156,000
Q2 2024

Jul 31, 2024
BUY
$23.48 - $23.77 $70 - $71
3 Added 0.05%
5,597 $132,000
Q1 2024

Apr 25, 2024
BUY
$23.67 - $24.03 $14,888 - $15,114
629 Added 12.67%
5,594 $133,000
Q4 2023

Feb 06, 2024
BUY
$22.84 - $23.94 $52,737 - $55,277
2,309 Added 86.94%
4,965 $118,000
Q3 2023

Oct 30, 2023
BUY
$23.07 - $23.6 $61,273 - $62,681
2,656 New
2,656 $61,000

Others Institutions Holding IBDS

# of Institutions
351
Shares Held
86.2M
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
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