Brandywine Oak Private Wealth LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Brandywine Oak Private Wealth LLC

  • $959 Million
  • Q1 2024

A detailed history of Brandywine Oak Private Wealth LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 14,080 shares of IBMN stock, worth $372,838. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,080
Previous 16,386 14.07%
Holding current value
$372,838
Previous $435,000 14.48%
% of portfolio
0.04%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$26.4 - $26.55 $60,878 - $61,224
-2,306 Reduced 14.07%
14,080 $372,000
Q4 2023

Feb 05, 2024
SELL
$26.02 - $26.55 $68,614 - $70,012
-2,637 Reduced 13.86%
16,386 $435,000
Q3 2023

Nov 14, 2023
SELL
$26.08 - $26.38 $56,645 - $57,297
-2,172 Reduced 10.25%
19,023 $496,000
Q2 2023

Aug 11, 2023
SELL
$26.14 - $26.64 $95,750 - $97,582
-3,663 Reduced 14.74%
21,195 $558,000
Q1 2023

May 10, 2023
SELL
$26.16 - $26.7 $217,389 - $221,877
-8,310 Reduced 25.05%
24,858 $661,000
Q4 2022

Feb 06, 2023
SELL
$25.94 - $26.5 $355,715 - $363,394
-13,713 Reduced 29.25%
33,168 $874,000
Q3 2022

Nov 10, 2022
SELL
$26.01 - $26.92 $142,144 - $147,117
-5,465 Reduced 10.44%
46,881 $1.22 Million
Q2 2022

Jul 22, 2022
BUY
$26.16 - $26.71 $198,763 - $202,942
7,598 Added 16.98%
52,346 $1.39 Million
Q1 2022

May 02, 2022
BUY
$26.58 - $27.86 $26,207 - $27,469
986 Added 2.25%
44,748 $1.19 Million
Q4 2021

Feb 07, 2022
BUY
$27.84 - $27.95 $466,320 - $468,162
16,750 Added 62.01%
43,762 $1.25 Million
Q3 2021

Oct 18, 2021
SELL
$27.95 - $28.15 $38,039 - $38,312
-1,361 Reduced 4.8%
27,012 $755,000
Q2 2021

Aug 09, 2021
BUY
$27.92 - $28.12 $223,248 - $224,847
7,996 Added 39.24%
28,373 $794,000
Q3 2020

Oct 16, 2020
BUY
$27.86 - $28.21 $350,757 - $355,163
12,590 Added 161.68%
20,377 $572,000
Q2 2020

Aug 06, 2020
BUY
$26.53 - $27.98 $206,589 - $217,880
7,787 New
7,787 $217,000

Others Institutions Holding IBMN

# of Institutions
159
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

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