Executive Wealth Management, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Executive Wealth Management, LLC

  • $730 Million
  • Q3 2024

A detailed history of Executive Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Executive Wealth Management, LLC holds 126,019 shares of IBDW stock, worth $2.58 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
126,019
Previous 31,417 301.12%
Holding current value
$2.58 Million
Previous $637,000 319.78%
% of portfolio
0.37%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$20.12 - $21.28 $1.9 Million - $2.01 Million
94,602 Added 301.12%
126,019 $2.67 Million
Q2 2024

Aug 08, 2024
BUY
$19.84 - $20.44 $297,342 - $306,334
14,987 Added 91.22%
31,417 $637,000
Q1 2024

May 13, 2024
BUY
$20.24 - $20.75 $332,543 - $340,922
16,430 New
16,430 $336,000

Others Institutions Holding IBDW

# of Institutions
149
Shares Held
39.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
Track This Portfolio

Track Executive Wealth Management, LLC Portfolio

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

News

Stay updated on Executive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email