A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 113,745 shares of IBDP stock, worth $2.86 Million. This represents 2.36% of its overall portfolio holdings.

Number of Shares
113,745
Previous 84,806 34.12%
Holding current value
$2.86 Million
Previous $2.11 Million 34.9%
% of portfolio
2.36%
Previous 1.97%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$24.89 - $25.05 $720,291 - $724,921
28,939 Added 34.12%
113,745 $2.85 Million
Q4 2023

Feb 07, 2024

BUY
$24.66 - $24.91 $286,746 - $289,653
11,628 Added 15.89%
84,806 $2.11 Million
Q3 2023

Oct 30, 2023

BUY
$24.53 - $24.74 $943,840 - $951,920
38,477 Added 110.88%
73,178 $1.81 Million
Q2 2023

Aug 10, 2023

BUY
$24.51 - $24.65 $372,674 - $374,803
15,205 Added 77.99%
34,701 $854,000
Q1 2023

May 10, 2023

BUY
$24.39 - $24.64 $475,507 - $480,381
19,496 New
19,496 $479,000

Others Institutions Holding IBDP

About ISHARES IBONDS DEC 2024 TERM C


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

Track Endowment Wealth Management, Inc. Portfolio

Follow Endowment Wealth Management, Inc. 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 Endowment Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Endowment Wealth Management, Inc. with notifications on news.