Masso Torrence Wealth Management Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History

Masso Torrence Wealth Management Inc.

  • $161 Million
  • Q1 2024

A detailed history of Masso Torrence Wealth Management Inc. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 44,193 shares of IBDT stock, worth $1.1 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
44,193
Previous 37,531 17.75%
Holding current value
$1.1 Million
Previous $941,000 16.9%
% of portfolio
0.68%
Previous 0.66%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$24.69 - $25.14 $164,484 - $167,482
6,662 Added 17.75%
44,193 $1.1 Million
Q4 2023

Feb 01, 2024
BUY
$23.63 - $25.1 $364,374 - $387,042
15,420 Added 69.74%
37,531 $941,000
Q3 2023

Nov 07, 2023
BUY
$23.94 - $24.67 $16,398 - $16,898
685 Added 3.2%
22,111 $531,000
Q2 2023

Aug 11, 2023
BUY
$24.43 - $25.1 $61,441 - $63,126
2,515 Added 13.3%
21,426 $524,000
Q1 2023

May 12, 2023
BUY
$24.16 - $25.2 $27,542 - $28,728
1,140 Added 6.41%
18,911 $471,000
Q4 2022

Feb 14, 2023
BUY
$23.57 - $24.79 $418,862 - $440,543
17,771 New
17,771 $431,000

Others Institutions Holding IBDT

# of Institutions
266
Shares Held
54.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBDT Quotes by TradingView
  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
Track This Portfolio

Track Masso Torrence Wealth Management Inc. Portfolio

Follow Masso Torrence Wealth Management 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 Masso Torrence Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Masso Torrence Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email