Masso Torrence Wealth Management Inc. Ishares Tr Ibonds Dec 2029 Ter Transaction History

Masso Torrence Wealth Management Inc.

  • $173 Million
  • Q1 2025

A detailed history of Masso Torrence Wealth Management Inc. transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 22,650 shares of IBDU stock, worth $525,253. This represents 0.3% of its overall portfolio holdings.

Number of Shares
22,650
Previous 46,839 51.64%
Holding current value
$525,253
Previous $1.07 Million 50.98%
% of portfolio
0.3%
Previous 0.6%

Shares

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

Apr 22, 2025
SELL
$22.61 - $23.14 $546,913 - $559,733
-24,189 Reduced 51.64%
22,650 $523,000
Q4 2024

Jan 23, 2025
BUY
$22.71 - $23.47 $204,072 - $210,901
8,986 Added 23.74%
46,839 $1.07 Million
Q3 2024

Oct 23, 2024
BUY
$22.51 - $23.57 $9,544 - $9,993
424 Added 1.13%
37,853 $889,000
Q2 2024

Jul 22, 2024
BUY
$22.29 - $22.77 $40,679 - $41,555
1,825 Added 5.13%
37,429 $848,000
Q1 2024

Apr 23, 2024
BUY
$22.61 - $23.1 $143,437 - $146,546
6,344 Added 21.68%
35,604 $812,000
Q4 2023

Feb 01, 2024
BUY
$21.44 - $23.11 $627,334 - $676,198
29,260 New
29,260 $675,000

Others Institutions Holding IBDU

# of Institutions
295
Shares Held
89.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

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