Mb, Levis & Associates, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Mb, Levis & Associates, LLC

$215 Billion
Q1 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 May 07, 2025	SELL	$22.51 - $23.57 $12 Million - $12.6 Million	-533,909 Closed	0 $0
Q2 2024 May 07, 2025	BUY	$22.29 - $22.77 $286,827 - $293,004	12,868 Added 2.47%	533,909 $12.1 Billion
Q1 2024 May 07, 2025	BUY	$22.61 - $23.1 $286,152 - $292,353	12,656 Added 2.49%	521,041 $11.9 Billion
Q4 2023 May 07, 2025	BUY	$21.44 - $23.11 $476,804 - $513,943	22,239 Added 4.57%	508,385 $11.7 Billion
Q3 2023 May 07, 2025	BUY	$21.83 - $22.62 $161,301 - $167,139	7,389 Added 1.54%	486,146 $10.6 Billion
Q2 2023 May 07, 2025	BUY	$22.32 - $23.04 $1.68 Million - $1.73 Million	75,270 Added 18.65%	478,757 $10.7 Billion
Q1 2023 May 07, 2025	BUY	$21.99 - $23.12 $836,675 - $879,669	38,048 Added 10.41%	403,487 $9.23 Billion
Q4 2022 May 07, 2025	BUY	$21.21 - $22.74 $7.75 Million - $8.31 Million	365,439 New	365,439 $8.1 Billion

Others Institutions Holding IBDU

# of Institutions

295

Shares Held

89.4M

Call Options Held

0

Put Options Held

0

About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
Sector ETFs
Industry ETFs

More about IBDU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mb, Levis & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mb, Levis & Associates, LLC with notifications on news.