Delap Wealth Advisory, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Delap Wealth Advisory, LLC

  • $217 Billion
  • Q2 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 16,700 shares of IBDQ stock, worth $418,001. This represents 0.19% of its overall portfolio holdings.

Number of Shares
16,700
Previous 8,350 100.0%
Holding current value
$418,001
Previous $207 Million 100.4%
% of portfolio
0.19%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$24.69 - $24.86 $206,161 - $207,581
8,350 Added 100.0%
16,700 $415 Million
Q1 2024

May 14, 2024
SELL
$24.7 - $24.84 $206,245 - $207,414
-8,350 Reduced 50.0%
8,350 $207 Million
Q4 2023

Feb 14, 2024
BUY
$24.29 - $24.76 $202,821 - $206,746
8,350 Added 100.0%
16,700 $413 Million
Q4 2022

Feb 13, 2023
BUY
$23.87 - $24.49 $199,314 - $204,491
8,350 New
8,350 $203 Million

Others Institutions Holding IBDQ

# of Institutions
381
Shares Held
79.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

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