Mc Glone Suttner Wealth Management, Inc. Ishares Tr Ibonds Dec 2031 Ter Transaction History

Mc Glone Suttner Wealth Management, Inc.

$481 Billion
Q3 2024

A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 58,047 shares of IBDW stock, worth $1.18 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

58,047

Previous 31,578 83.82%

Holding current value

$1.18 Million

Previous $656 Million 87.8%

% of portfolio

0.26%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$20.12 - $21.28 $532,556 - $563,260	26,469 Added 83.82%	58,047 $1.23 Billion
Q2 2024 Jul 18, 2024	SELL	$19.84 - $20.44 $493,063 - $507,974	-24,852 Reduced 44.04%	31,578 $656 Million
Q1 2024 Apr 18, 2024	BUY	$20.24 - $20.75 $503,004 - $515,679	24,852 Added 78.7%	56,430 $1.16 Billion
Q4 2023 Jan 18, 2024	BUY	$18.79 - $20.85 $289,084 - $320,777	15,385 Added 95.01%	31,578 $656 Million
Q2 2023 Jul 25, 2023	BUY	$20.06 - $20.81 $45,837 - $47,550	2,285 Added 16.43%	16,193 $328 Million
Q1 2023 Apr 20, 2023	BUY	$19.77 - $21.01 $274,961 - $292,207	13,908 New	13,908 $287 Million

Others Institutions Holding IBDW

# of Institutions

157

Shares Held

41.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Mc Glone Suttner Wealth Management, Inc. Ishares Tr Ibonds Dec 2031 Ter Transaction History