Modern Wealth Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Modern Wealth Management, LLC holds 159,673 shares of IBDQ stock, worth $4.02 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
159,673
Previous 119,022 34.15%
Holding current value
$4.02 Million
Previous $2.99 Million 34.31%
% of portfolio
0.11%
Previous 0.1%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$25.04 - $25.18 $1.02 Million - $1.02 Million
40,651 Added 34.15%
159,673 $4.02 Million
Q1 2025

May 30, 2025
BUY
$25.05 - $25.16 $976 - $981
39 Added 0.03%
119,022 $2.99 Million
Q1 2025

May 15, 2025
BUY
$25.05 - $25.16 $511,721 - $513,968
20,428 Added 20.73%
118,983 $2.99 Billion
Q4 2024

May 30, 2025
SELL
$25.0 - $25.11 $865,850 - $869,659
-34,634 Reduced 29.11%
84,349 $2.11 Million
Q4 2024

May 29, 2025
SELL
$25.0 - $25.11 $865,850 - $869,659
-34,634 Reduced 29.11%
84,349 $2.11 Million
Q4 2024

Feb 11, 2025
BUY
$25.0 - $25.11 $1.8 Million - $1.81 Million
72,024 Added 271.47%
98,555 $2.47 Billion
Q3 2024

May 30, 2025
SELL
$24.78 - $25.11 $2.29 Million - $2.32 Million
-92,452 Reduced 77.7%
26,531 $665,000
Q3 2024

May 29, 2025
SELL
$24.78 - $25.11 $2.29 Million - $2.32 Million
-92,452 Reduced 77.7%
26,531 $665,000
Q3 2024

Nov 05, 2024
BUY
$24.78 - $25.11 $657,438 - $666,193
26,531 New
26,531 $666 Million

Others Institutions Holding IBDQ

# of Institutions
428
Shares Held
94.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

IBDQ Quotes by TradingView
  • Ticker IBDQ
  • Sector ETFs
  • Industry ETFs
More about IBDQ
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