Fairhaven Wealth Management, LLC Ishares Ibonds Dec 2024 Term C Transaction History

Fairhaven Wealth Management, LLC

  • $325 Million
  • Q3 2024

A detailed history of Fairhaven Wealth Management, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Fairhaven Wealth Management, LLC holds 37,261 shares of IBDP stock, worth $938,231. This represents 0.29% of its overall portfolio holdings.

Number of Shares
37,261
Previous 34,168 9.05%
Holding current value
$938,231
Previous $858,000 9.44%
% of portfolio
0.29%
Previous 0.28%

Shares

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

Nov 12, 2024
BUY
$25.04 - $25.21 $77,448 - $77,974
3,093 Added 9.05%
37,261 $939,000
Q2 2024

Jul 31, 2024
BUY
$24.98 - $25.13 $63,099 - $63,478
2,526 Added 7.98%
34,168 $858,000
Q1 2024

May 01, 2024
SELL
$24.89 - $25.05 $87,090 - $87,649
-3,499 Reduced 9.96%
31,642 $792,000
Q4 2023

Feb 08, 2024
BUY
$24.66 - $24.91 $18,199 - $18,383
738 Added 2.15%
35,141 $875,000
Q3 2023

Nov 14, 2023
BUY
$24.53 - $24.74 $2,943 - $2,968
120 Added 0.35%
34,403 $850,000
Q2 2023

Aug 11, 2023
BUY
$24.51 - $24.65 $840,276 - $845,075
34,283 New
34,283 $844,000

Others Institutions Holding IBDP

# of Institutions
366
Shares Held
67.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2024 TERM C

IBDP Quotes by TradingView
  • Ticker IBDP
  • Sector ETFs
  • Industry ETFs
More about IBDP
Track This Portfolio

Track Fairhaven Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email