Element Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Element Wealth, LLC

  • $209 Million
  • Q2 2025

A detailed history of Element Wealth, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Element Wealth, LLC holds 52,139 shares of IBDR stock, worth $1.24 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
52,139
Previous 52,740 1.14%
Holding current value
$1.24 Million
Previous $1.25 Million 1.12%
% of portfolio
0.59%
Previous 0.69%

Shares

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

Jul 23, 2025
SELL
N/A
-601 Reduced 1.14%
52,139 $1.24 Million
Q1 2025

Apr 29, 2025
SELL
N/A
-1,532 Reduced 2.82%
52,740 $1.25 Million
Q4 2024

Feb 03, 2025
BUY
N/A
1,422 Added 2.69%
54,272 $1.29 Million
Q3 2024

Oct 23, 2024
BUY
$23.75 - $23.75 $30,091 - $30,091
1,267 Added 2.46%
52,850 $1.26 Million
Q2 2024

Aug 08, 2024
BUY
$23.65 - $23.82 $237,682 - $239,391
10,050 Added 24.2%
51,583 $1.23 Million
Q1 2024

May 09, 2024
BUY
$23.76 - $23.98 $102,168 - $103,114
4,300 Added 11.55%
41,533 $990,000
Q4 2023

Feb 01, 2024
BUY
$23.15 - $23.9 $536,917 - $554,312
23,193 Added 165.19%
37,233 $889,000
Q3 2023

Nov 08, 2023
BUY
$23.28 - $23.6 $64,206 - $65,088
2,758 Added 24.45%
14,040 $327,000
Q2 2023

Aug 07, 2023
BUY
$23.42 - $23.83 $89,066 - $90,625
3,803 Added 50.85%
11,282 $264,000
Q1 2023

May 03, 2023
BUY
$23.14 - $23.86 $63,704 - $65,686
2,753 Added 58.25%
7,479 $177,000
Q4 2022

Jan 17, 2023
BUY
$22.9 - $23.61 $108,225 - $111,580
4,726 New
4,726 $0

Others Institutions Holding IBDR

# of Institutions
457
Shares Held
114M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
Track This Portfolio

Track Element Wealth, LLC Portfolio

Follow Element Wealth, 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 Element Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Element Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email