Cabot Wealth Management Inc Ishares Tr Ibonds Dec 2028 Ter Transaction History

Cabot Wealth Management Inc

  • $794 Million
  • Q3 2024

A detailed history of Cabot Wealth Management Inc transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Cabot Wealth Management Inc holds 65,467 shares of IBDT stock, worth $1.64 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
65,467
Previous 32,535 101.22%
Holding current value
$1.64 Million
Previous $805,000 107.58%
% of portfolio
0.21%
Previous 0.11%

Shares

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

Oct 15, 2024
BUY
$24.62 - $25.59 $810,785 - $842,729
32,932 Added 101.22%
65,467 $1.67 Million
Q2 2024

Jul 12, 2024
BUY
$24.4 - $24.86 $204,691 - $208,550
8,389 Added 34.74%
32,535 $805,000
Q1 2024

May 02, 2024
BUY
$24.69 - $25.14 $55,725 - $56,740
2,257 Added 10.31%
24,146 $601,000
Q4 2023

Feb 12, 2024
BUY
$23.63 - $25.1 $24,078 - $25,576
1,019 Added 4.88%
21,889 $549,000
Q3 2023

Oct 26, 2023
BUY
$23.94 - $24.67 $97,435 - $100,406
4,070 Added 24.23%
20,870 $502,000
Q2 2023

Jul 13, 2023
BUY
$24.43 - $25.1 $15,610 - $16,038
639 Added 3.95%
16,800 $412,000
Q1 2023

Apr 20, 2023
BUY
$24.16 - $25.2 $8,456 - $8,820
350 Added 2.21%
16,161 $403,000
Q4 2022

Jan 31, 2023
BUY
$23.29 - $24.79 $30,835 - $32,821
1,324 Added 9.14%
15,811 $384,000
Q3 2022

Oct 19, 2022
BUY
$23.63 - $25.66 $7,372 - $8,005
312 Added 2.2%
14,487 $345,000
Q2 2022

Aug 01, 2022
BUY
$24.36 - $26.23 $18,123 - $19,515
744 Added 5.54%
14,175 $354,000
Q1 2022

Apr 14, 2022
BUY
$26.1 - $28.23 $350,549 - $379,157
13,431 New
13,431 $354,000

Others Institutions Holding IBDT

# of Institutions
299
Shares Held
67M
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
Track This Portfolio

Track Cabot Wealth Management Inc Portfolio

Follow Cabot Wealth Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cabot Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cabot Wealth Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email