Cabot Wealth Management Inc Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Cabot Wealth Management Inc holds 70,214 shares of IBDU stock, worth $1.61 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
70,214
Previous 41,143 70.66%
Holding current value
$1.61 Million
Previous $932,000 77.04%
% of portfolio
0.21%
Previous 0.12%

Shares

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

Oct 15, 2024
BUY
$22.51 - $23.57 $654,388 - $685,203
29,071 Added 70.66%
70,214 $1.65 Million
Q2 2024

Jul 12, 2024
BUY
$22.29 - $22.77 $193,120 - $197,279
8,664 Added 26.68%
41,143 $932,000
Q1 2024

May 02, 2024
BUY
$22.61 - $23.1 $84,742 - $86,578
3,748 Added 13.05%
32,479 $741,000
Q4 2023

Feb 12, 2024
BUY
$21.44 - $23.11 $40,671 - $43,839
1,897 Added 7.07%
28,731 $662,000
Q3 2023

Oct 26, 2023
BUY
$21.83 - $22.62 $585,786 - $606,985
26,834 New
26,834 $588,000

Others Institutions Holding IBDU

# of Institutions
234
Shares Held
59.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

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