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

Masso Torrence Wealth Management Inc.

  • $218 Million
  • Q3 2025

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 31,995 shares of IBDT stock, worth $813,312. This represents 0.37% of its overall portfolio holdings.

Number of Shares
31,995
Previous 31,995 -0.0%
Holding current value
$813,312
Previous $813,000 0.37%
% of portfolio
0.37%
Previous 0.41%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$24.79 - $25.26 $548,577 - $558,978
-22,129 Reduced 40.89%
31,995 $808,000
Q4 2024

Jan 23, 2025
BUY
$24.82 - $25.48 $205,534 - $210,999
8,281 Added 18.06%
54,124 $1.35 Million
Q3 2024

Oct 23, 2024
SELL
$24.62 - $25.59 $369 - $383
-15 Reduced 0.03%
45,843 $1.17 Million
Q2 2024

Jul 22, 2024
BUY
$24.4 - $24.86 $40,626 - $41,391
1,665 Added 3.77%
45,858 $1.14 Million
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
$23.29 - $24.79 $413,886 - $440,543
17,771 New
17,771 $431,000

Others Institutions Holding IBDT

# of Institutions
411
Shares Held
95.7M
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
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