Meredith Wealth Planning Ishares Tr Ibonds Dec 2027 Ter Transaction History

Meredith Wealth Planning

$224 Billion
Q4 2024

A detailed history of Meredith Wealth Planning transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Meredith Wealth Planning holds 11,974 shares of IBDS stock, worth $287,735. This represents 0.13% of its overall portfolio holdings.

Number of Shares

11,974

Previous 11,798 1.49%

Holding current value

$287,735

Previous $288 Million 0.22%

% of portfolio

0.13%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$23.88 - $24.32 $4,202 - $4,280	176 Added 1.49%	11,974 $287 Million
Q3 2024 Oct 18, 2024	BUY	$23.63 - $24.42 $3,048 - $3,150	129 Added 1.11%	11,798 $288 Million
Q2 2024 Jul 24, 2024	BUY	$23.48 - $23.77 $2,277 - $2,305	97 Added 0.84%	11,669 $277 Million
Q1 2024 Apr 23, 2024	BUY	$23.67 - $24.03 $1,940 - $1,970	82 Added 0.71%	11,572 $275 Million
Q4 2023 Jan 25, 2024	BUY	$22.84 - $23.94 $1,964 - $2,058	86 Added 0.75%	11,490 $275 Million
Q3 2023 Oct 16, 2023	BUY	$23.07 - $23.6 $2,814 - $2,879	122 Added 1.08%	11,404 $264 Million
Q2 2023 Jul 14, 2023	BUY	$23.39 - $23.94 $2,385 - $2,441	102 Added 0.91%	11,282 $265 Million
Q1 2023 Apr 24, 2023	BUY	$23.15 - $24.01 $1,574 - $1,632	68 Added 0.61%	11,180 $266 Million
Q4 2022 Feb 01, 2023	BUY	$22.55 - $23.67 $250,575 - $263,021	11,112 New	11,112 $260 Million

Others Institutions Holding IBDS

# of Institutions

377

Shares Held

99.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

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Meredith Wealth Planning Ishares Tr Ibonds Dec 2027 Ter Transaction History