A detailed history of Chesley Taft & Associates LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Chesley Taft & Associates LLC holds 38,734 shares of IBDS stock, worth $926,129. This represents 0.05% of its overall portfolio holdings.

Number of Shares
38,734
Previous 32,134 20.54%
Holding current value
$926,129
Previous $762,000 23.75%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 07, 2024

BUY
$23.63 - $24.42 $155,958 - $161,172
6,600 Added 20.54%
38,734 $943,000
Q2 2024

Jul 19, 2024

BUY
$23.48 - $23.77 $77,484 - $78,441
3,300 Added 11.44%
32,134 $762,000
Q1 2024

Apr 15, 2024

BUY
$23.67 - $24.03 $151,488 - $153,792
6,400 Added 28.53%
28,834 $686,000
Q4 2023

Jan 11, 2024

BUY
$22.84 - $23.94 $512,392 - $537,069
22,434 New
22,434 $536,000

Others Institutions Holding IBDS

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
Track This Portfolio

Track Chesley Taft & Associates LLC Portfolio

Follow Chesley Taft & Associates LLC 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 Chesley Taft & Associates LLC, based on Form 13F filings with the SEC.

News

Stay updated on Chesley Taft & Associates LLC with notifications on news.