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 31,578 shares of IBDW stock, worth $666,295. This represents 0.13% of its overall portfolio holdings.

Number of Shares
31,578
Previous 56,430 44.04%
Holding current value
$666,295
Previous $1.16 Billion 43.28%
% of portfolio
0.13%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR IBONDS DEC 2031 TER


  • Ticker IBDW
More about IBDW
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