Executive Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Executive Wealth Management, LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Executive Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Executive Wealth Management, LLC holds 157,585 shares of IBDS stock, worth $3.8 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
157,585
Previous 116,273 35.53%
Holding current value
$3.8 Million
Previous $2.83 Million 33.25%
% of portfolio
0.33%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$23.88 - $24.32 $986,530 - $1 Million
41,312 Added 35.53%
157,585 $3.78 Million
Q3 2024

Nov 01, 2024
BUY
$23.63 - $24.42 $1.98 Million - $2.05 Million
83,946 Added 259.68%
116,273 $2.83 Million
Q2 2024

Aug 08, 2024
BUY
$23.48 - $23.77 $338,018 - $342,192
14,396 Added 80.29%
32,327 $767,000
Q1 2024

May 13, 2024
BUY
$23.67 - $24.03 $172,151 - $174,770
7,273 Added 68.24%
17,931 $426,000
Q4 2023

Jan 26, 2024
BUY
$22.84 - $23.94 $243,428 - $255,152
10,658 New
10,658 $255,000

Others Institutions Holding IBDS

# of Institutions
378
Shares Held
97.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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