Executive Wealth Management, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Executive Wealth Management, LLC holds 140,441 shares of IBDX stock, worth $3.55 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
140,441
Previous 100,636 39.55%
Holding current value
$3.55 Million
Previous $2.59 Million 33.44%
% of portfolio
0.3%
Previous 0.22%

Shares

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

Feb 13, 2025
BUY
$24.5 - $25.72 $975,222 - $1.02 Million
39,805 Added 39.55%
140,441 $3.45 Million
Q3 2024

Nov 01, 2024
BUY
$24.34 - $25.83 $1.9 Million - $2.02 Million
78,057 Added 345.71%
100,636 $2.59 Million
Q2 2024

Aug 08, 2024
BUY
$24.0 - $24.77 $289,800 - $299,097
12,075 Added 114.96%
22,579 $554,000
Q1 2024

May 13, 2024
BUY
$24.5 - $25.2 $257,348 - $264,700
10,504 New
10,504 $260,000

Others Institutions Holding IBDX

# of Institutions
161
Shares Held
36.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2032 TER

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