Bradley & Co. Private Wealth Management, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Bradley & Co. Private Wealth Management, LLC

  • $134 Million
  • Q2 2024

A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 1,312 shares of IBDW stock, worth $26,909. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,312
Previous 1,658 20.87%
Holding current value
$26,909
Previous $33,000 21.21%
% of portfolio
0.02%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
SELL
$19.84 - $20.44 $6,864 - $7,072
-346 Reduced 20.87%
1,312 $26,000
Q1 2023

May 08, 2023
SELL
$19.77 - $21.01 $105,591 - $112,214
-5,341 Reduced 76.31%
1,658 $34,000
Q4 2022

Feb 13, 2023
BUY
$18.9 - $20.59 $6,539 - $7,124
346 Added 5.2%
6,999 $139,000
Q3 2022

Oct 21, 2022
SELL
$19.27 - $21.63 $46,633 - $52,344
-2,420 Reduced 26.67%
6,653 $130,000
Q1 2022

May 06, 2022
SELL
$22.42 - $24.65 $87,908 - $96,652
-3,921 Reduced 30.18%
9,073 $207,000
Q4 2021

Jan 21, 2022
BUY
$24.56 - $25.13 $319,132 - $326,539
12,994 New
12,994 $323,000

Others Institutions Holding IBDW

# of Institutions
149
Shares Held
39.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
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