Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Fullcircle Wealth LLC

  • $227 Million
  • Q1 2025

A detailed history of Fullcircle Wealth LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Fullcircle Wealth LLC holds 13,382 shares of IBDS stock, worth $323,844. This represents 0.14% of its overall portfolio holdings.

Number of Shares
13,382
Previous 11,115 20.4%
Holding current value
$323,844
Previous $267 Million 99.88%
% of portfolio
0.14%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$23.9 - $24.18 $54,181 - $54,816
2,267 Added 20.4%
13,382 $323,000
Q4 2024

Feb 13, 2025
SELL
$23.88 - $24.32 $10,698 - $10,895
-448 Reduced 3.87%
11,115 $267 Million
Q2 2024

Jul 25, 2024
BUY
$23.48 - $23.77 $271,499 - $274,852
11,563 New
11,563 $276 Million

Others Institutions Holding IBDS

# of Institutions
399
Shares Held
104M
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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