Element Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Element Wealth, LLC

  • $181 Million
  • Q1 2025

A detailed history of Element Wealth, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Element Wealth, LLC holds 20,537 shares of IBDT stock, worth $520,818. This represents 0.29% of its overall portfolio holdings.

Number of Shares
20,537
Previous 17,937 14.5%
Holding current value
$520,818
Previous $446,000 16.14%
% of portfolio
0.29%
Previous 0.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$24.79 - $25.26 $64,454 - $65,676
2,600 Added 14.5%
20,537 $518,000
Q4 2024

Feb 03, 2025
BUY
$24.82 - $25.48 $52,022 - $53,406
2,096 Added 13.23%
17,937 $446,000
Q3 2024

Oct 23, 2024
BUY
$24.62 - $25.59 $37,693 - $39,178
1,531 Added 10.7%
15,841 $404,000
Q2 2024

Aug 08, 2024
SELL
$24.4 - $24.86 $19,886 - $20,260
-815 Reduced 5.39%
14,310 $354,000
Q1 2024

May 09, 2024
BUY
$24.69 - $25.14 $138,831 - $141,362
5,623 Added 59.18%
15,125 $376,000
Q4 2023

Feb 01, 2024
BUY
$23.63 - $25.1 $47,874 - $50,852
2,026 Added 27.1%
9,502 $238,000
Q3 2023

Nov 08, 2023
BUY
$23.94 - $24.67 $19,511 - $20,106
815 Added 12.24%
7,476 $179,000
Q2 2023

Aug 07, 2023
BUY
$24.43 - $25.1 $48,860 - $50,200
2,000 Added 42.91%
6,661 $163,000
Q1 2023

May 03, 2023
BUY
$24.16 - $25.2 $38,317 - $39,967
1,586 Added 51.58%
4,661 $116,000
Q4 2022

Jan 17, 2023
BUY
$23.29 - $24.79 $71,616 - $76,229
3,075 New
3,075 $0

Others Institutions Holding IBDT

# of Institutions
354
Shares Held
84.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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