A detailed history of Laurel Wealth Advisors LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Laurel Wealth Advisors LLC holds 126,093 shares of IBDS stock, worth $3.01 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
126,093
Previous 117,406 7.4%
Holding current value
$3.01 Million
Previous $2.79 Million 10.27%
% of portfolio
0.5%
Previous 0.44%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$23.63 - $24.42 $205,273 - $212,136
8,687 Added 7.4%
126,093 $3.07 Million
Q2 2024

Jul 31, 2024

BUY
$23.48 - $23.77 $89,012 - $90,112
3,791 Added 3.34%
117,406 $2.79 Million
Q1 2024

May 13, 2024

BUY
$23.67 - $24.03 $162,305 - $164,773
6,857 Added 6.42%
113,615 $2.7 Million
Q4 2023

Feb 13, 2024

BUY
$22.84 - $23.94 $441,679 - $462,951
19,338 Added 22.12%
106,758 $2.55 Million
Q3 2023

Nov 14, 2023

BUY
$23.07 - $23.6 $319,519 - $326,860
13,850 Added 18.83%
87,420 $2.02 Million
Q2 2023

Aug 14, 2023

SELL
$23.39 - $23.94 $42,102 - $43,092
-1,800 Reduced 2.39%
73,570 $1.73 Million
Q1 2023

May 08, 2023

BUY
$23.15 - $24.01 $159,735 - $165,669
6,900 Added 10.08%
75,370 $1.8 Million
Q4 2022

Feb 07, 2023

BUY
$22.55 - $23.67 $432,960 - $454,464
19,200 Added 38.97%
68,470 $1.6 Million
Q3 2022

Nov 15, 2022

SELL
$22.77 - $24.53 $22,770 - $24,530
-1,000 Reduced 1.99%
49,270 $1.13 Million
Q2 2022

Aug 12, 2022

SELL
$23.33 - $24.86 $23,330 - $24,860
-1,000 Reduced 1.95%
50,270 $1.2 Million
Q1 2022

May 02, 2022

SELL
$24.73 - $26.48 $9,892 - $10,592
-400 Reduced 0.77%
51,270 $1.28 Million
Q4 2021

Feb 01, 2022

BUY
$26.38 - $27.03 $471,410 - $483,026
17,870 Added 52.87%
51,670 $1.37 Million
Q3 2021

Nov 12, 2021

BUY
$26.98 - $27.28 $753,416 - $761,794
27,925 Added 475.32%
33,800 $912,000
Q2 2021

Aug 02, 2021

BUY
$26.65 - $27.15 $129,918 - $132,356
4,875 Added 487.5%
5,875 $159,000
Q1 2021

May 04, 2021

BUY
$26.64 - $27.56 $26,640 - $27,560
1,000 New
1,000 $27,000

Others Institutions Holding IBDS

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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