A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 214,081 shares of IBDT stock, worth $5.32 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
214,081
Previous 212,606 0.69%
Holding current value
$5.32 Million
Previous $5.27 Million 3.78%
% of portfolio
1.23%
Previous 1.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$24.62 - $25.59 $36,314 - $37,745
1,475 Added 0.69%
214,081 $5.47 Million
Q2 2024

Jul 25, 2024

BUY
$24.4 - $24.86 $118,364 - $120,595
4,851 Added 2.33%
212,606 $5.27 Million
Q1 2024

Apr 16, 2024

BUY
$24.69 - $25.14 $5.13 Million - $5.22 Million
207,755 New
207,755 $5.18 Million

Others Institutions Holding IBDT

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
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