Centricity Wealth Management, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 27,260 shares of IBDW stock, worth $574,913. This represents 0.46% of its overall portfolio holdings.

Number of Shares
27,260
Previous 26,290 3.69%
Holding current value
$574,913
Previous $546 Million 5.14%
% of portfolio
0.46%
Previous 0.5%

Shares

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

Jul 18, 2025
BUY
$20.23 - $21.04 $19,623 - $20,408
970 Added 3.69%
27,260 $574 Million
Q4 2024

Feb 03, 2025
BUY
$20.28 - $21.2 $533,161 - $557,348
26,290 New
26,290 $535 Million

Others Institutions Holding IBDW

# of Institutions
251
Shares Held
75.6M
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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