Bradley & Co. Private Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Bradley & Co. Private Wealth Management, LLC

  • $145 Million
  • Q1 2025

A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 17,283 shares of IBDT stock, worth $438,296. This represents 0.3% of its overall portfolio holdings.

Number of Shares
17,283
Previous 16,286 6.12%
Holding current value
$438,296
Previous $405,000 7.65%
% of portfolio
0.3%
Previous 0.26%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$24.79 - $25.26 $24,715 - $25,184
997 Added 6.12%
17,283 $436,000
Q4 2024

Feb 04, 2025
SELL
$24.82 - $25.48 $79,299 - $81,408
-3,195 Reduced 16.4%
16,286 $405,000
Q1 2023

May 08, 2023
SELL
$24.16 - $25.2 $201,880 - $210,571
-8,356 Reduced 30.02%
19,481 $485,000
Q3 2022

Oct 21, 2022
SELL
$23.63 - $25.66 $387,768 - $421,080
-16,410 Reduced 37.09%
27,837 $662,000
Q2 2022

Jul 25, 2022
BUY
$24.36 - $26.23 $106,185 - $114,336
4,359 Added 10.93%
44,247 $1.11 Million
Q1 2022

May 06, 2022
SELL
$26.1 - $28.23 $462,779 - $500,546
-17,731 Reduced 30.77%
39,888 $1.05 Million
Q4 2021

Jan 21, 2022
SELL
$28.15 - $28.74 $24,096 - $24,601
-856 Reduced 1.46%
57,619 $1.63 Million
Q1 2021

May 12, 2021
BUY
$28.18 - $29.55 $1.65 Million - $1.73 Million
58,475 New
58,475 $1.66 Million

Others Institutions Holding IBDT

# of Institutions
352
Shares Held
84.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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