Cornerstone Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Cornerstone Wealth Management, LLC

$1.39 Billion
Q3 2024

A detailed history of Cornerstone Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 24,987 shares of IBDR stock, worth $593,441. This represents 0.04% of its overall portfolio holdings.

Number of Shares

24,987

Previous 23,769 5.12%

Holding current value

$593,441

Previous $566,000 4.77%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$23.75 - $23.75 $28,927 - $28,927	1,218 Added 5.12%	24,987 $593,000
Q2 2024 Jul 16, 2024	SELL	$23.65 - $23.82 $10,406 - $10,480	-440 Reduced 1.82%	23,769 $566,000
Q1 2024 Apr 19, 2024	BUY	$23.76 - $23.98 $11,024 - $11,126	464 Added 1.95%	24,209 $577,000
Q4 2023 Jan 10, 2024	BUY	$23.15 - $23.9 $36,067 - $37,236	1,558 Added 7.02%	23,745 $567,000
Q3 2023 Nov 06, 2023	BUY	$23.28 - $23.6 $62,809 - $63,672	2,698 Added 13.84%	22,187 $517,000
Q2 2023 Jul 14, 2023	BUY	$23.42 - $23.83 $28,431 - $28,929	1,214 Added 6.64%	19,489 $457,000
Q1 2023 May 15, 2023	BUY	$23.14 - $23.86 $422,883 - $436,041	18,275 New	18,275 $433,000

Others Institutions Holding IBDR

# of Institutions

370

Shares Held

88.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
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Cornerstone Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History