Centricity Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Centricity Wealth Management, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Centricity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 203,151 shares of IBDS stock, worth $4.92 Million. This represents 3.94% of its overall portfolio holdings.

Number of Shares
203,151
Previous 181,654 11.83%
Holding current value
$4.92 Million
Previous $4.39 Billion 12.25%
% of portfolio
3.94%
Previous 3.99%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$23.96 - $24.27 $515,068 - $521,732
21,497 Added 11.83%
203,151 $4.93 Billion
Q1 2025

Apr 14, 2025
BUY
$23.9 - $24.18 $404,149 - $408,883
16,910 Added 10.26%
181,654 $4.39 Billion
Q4 2024

Feb 03, 2025
BUY
$23.88 - $24.32 $3.93 Million - $4.01 Million
164,744 New
164,744 $3.95 Billion

Others Institutions Holding IBDS

# of Institutions
397
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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