A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 15,098 shares of IBDX stock, worth $388,924. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,098
Previous 10,994 37.33%
Holding current value
$388,924
Previous $272,000 36.03%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$24.0 - $24.77 $98,496 - $101,656
4,104 Added 37.33%
15,098 $370,000
Q1 2024

Apr 30, 2024

BUY
$24.5 - $25.2 $269,353 - $277,048
10,994 New
10,994 $272,000

Others Institutions Holding IBDX

About ISHARES TR IBONDS DEC 2032 TER


  • Ticker IBDX
  • Sector ETFs
  • Industry ETFs
More about IBDX
Track This Portfolio

Track J.W. Cole Advisors, Inc. Portfolio

Follow J.W. Cole Advisors, Inc. 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 J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.