James Investment Research Inc Ishares Tr Ibonds Dec 2027 Ter Transaction History

James Investment Research Inc

$813 Million
Q2 2025

A detailed history of James Investment Research Inc transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, James Investment Research Inc holds 62,843 shares of IBDS stock, worth $1.53 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

62,843

Previous 63,911 1.67%

Holding current value

$1.53 Million

Previous $1.55 Million 1.29%

% of portfolio

0.19%

Previous 0.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	SELL	$23.96 - $24.27 $25,589 - $25,920	-1,068 Reduced 1.67%	62,843 $1.53 Million
Q1 2025 May 02, 2025	BUY	$23.9 - $24.18 $421,667 - $426,607	17,643 Added 38.13%	63,911 $1.55 Million
Q4 2024 Jan 30, 2025	SELL	$23.88 - $24.32 $2,626 - $2,675	-110 Reduced 0.24%	46,268 $1.11 Million
Q3 2024 Oct 29, 2024	SELL	$23.63 - $24.42 $81,310 - $84,029	-3,441 Reduced 6.91%	46,378 $1.13 Million
Q2 2024 Jul 30, 2024	BUY	$23.48 - $23.77 $909,122 - $920,350	38,719 Added 348.82%	49,819 $1.18 Million
Q1 2024 May 01, 2024	BUY	$23.67 - $24.03 $262,737 - $266,733	11,100 New	11,100 $264,000

Others Institutions Holding IBDS

# of Institutions

419

Shares Held

109M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
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James Investment Research Inc Ishares Tr Ibonds Dec 2027 Ter Transaction History