Instrumental Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Instrumental Wealth, LLC

  • $230 Billion
  • Q1 2024

A detailed history of Instrumental Wealth, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Instrumental Wealth, LLC holds 63,119 shares of IBDT stock, worth $1.57 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
63,119
Previous 43,913 43.74%
Holding current value
$1.57 Million
Previous $1.09 Billion 42.01%
% of portfolio
0.68%
Previous 1.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 29, 2024
BUY
$24.69 - $25.14 $474,196 - $482,838
19,206 Added 43.74%
63,119 $1.55 Billion
Q4 2023

Jan 25, 2024
BUY
$23.63 - $25.1 $1.04 Million - $1.1 Million
43,913 New
43,913 $1.09 Billion

Others Institutions Holding IBDT

# of Institutions
266
Shares Held
54.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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

Track Instrumental Wealth, LLC Portfolio

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

News

Stay updated on Instrumental Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email