J.W. Cole Advisors, Inc. Ishares Tr Ibonds Dec 2029 Ter Transaction History

J.W. Cole Advisors, Inc.

  • $2.42 Billion
  • Q4 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 270,416 shares of IBDU stock, worth $6.21 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
270,416
Previous 298,051 9.27%
Holding current value
$6.21 Million
Previous $7.01 Million 12.02%
% of portfolio
0.26%
Previous 0.3%

Shares

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

Jan 30, 2025
SELL
$22.71 - $23.47 $627,590 - $648,593
-27,635 Reduced 9.27%
270,416 $6.17 Million
Q3 2024

Oct 24, 2024
BUY
$22.51 - $23.57 $2.46 Million - $2.58 Million
109,370 Added 57.97%
298,051 $7.01 Million
Q2 2024

Aug 08, 2024
BUY
$22.29 - $22.77 $897,997 - $917,334
40,287 Added 27.15%
188,681 $4.28 Million
Q1 2024

Apr 30, 2024
BUY
$22.61 - $23.1 $3.36 Million - $3.43 Million
148,394 New
148,394 $3.39 Million

Others Institutions Holding IBDU

# of Institutions
268
Shares Held
80.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

IBDU Quotes by TradingView
  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
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