Executive Wealth Management, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Executive Wealth Management, LLC holds 174,222 shares of IBDW stock, worth $3.72 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
174,222
Previous 126,019 38.25%
Holding current value
$3.72 Million
Previous $2.67 Million 32.57%
% of portfolio
0.31%
Previous 0.23%

Shares

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

Feb 13, 2025
BUY
$20.28 - $21.2 $977,556 - $1.02 Million
48,203 Added 38.25%
174,222 $3.55 Million
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
243
Shares Held
69.6M
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
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