Masso Torrence Wealth Management Inc. Ishares Ibonds Dec 2025 Term C Transaction History

Masso Torrence Wealth Management Inc.

  • $177 Million
  • Q3 2024

A detailed history of Masso Torrence Wealth Management Inc. transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 69,507 shares of IBDQ stock, worth $1.74 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
69,507
Previous 76,766 9.46%
Holding current value
$1.74 Million
Previous $1.91 Million 8.6%
% of portfolio
0.98%
Previous 1.1%

Shares

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

Oct 23, 2024
SELL
$24.78 - $25.11 $179,878 - $182,273
-7,259 Reduced 9.46%
69,507 $1.74 Million
Q2 2024

Jul 22, 2024
SELL
$24.69 - $24.86 $48,812 - $49,148
-1,977 Reduced 2.51%
76,766 $1.91 Million
Q1 2024

Apr 23, 2024
BUY
$24.7 - $24.84 $262,412 - $263,900
10,624 Added 15.6%
78,743 $1.95 Million
Q4 2023

Feb 01, 2024
BUY
$24.29 - $24.76 $307,074 - $313,015
12,642 Added 22.79%
68,119 $1.69 Million
Q3 2023

Nov 07, 2023
BUY
$24.29 - $24.48 $49,332 - $49,718
2,031 Added 3.8%
55,477 $1.35 Million
Q2 2023

Aug 11, 2023
BUY
$24.34 - $24.65 $67,762 - $68,625
2,784 Added 5.5%
53,446 $1.3 Million
Q1 2023

May 12, 2023
BUY
$24.13 - $24.64 $147,410 - $150,525
6,109 Added 13.71%
50,662 $1.24 Million
Q4 2022

Feb 14, 2023
BUY
$23.87 - $24.49 $1.06 Million - $1.09 Million
44,553 New
44,553 $1.08 Million

Others Institutions Holding IBDQ

# of Institutions
395
Shares Held
82.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

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