Modern Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Modern Wealth Management, LLC holds 123,670 shares of IBDS stock, worth $2.99 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
123,670
Previous 102,386 20.79%
Holding current value
$2.99 Million
Previous $2.46 Billion 21.69%
% of portfolio
0.1%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$23.9 - $24.18 $508,687 - $514,647
21,284 Added 20.79%
123,670 $2.99 Billion
Q4 2024

May 30, 2025
SELL
$23.88 - $24.32 $863,644 - $879,557
-36,166 Reduced 29.24%
87,504 $2.1 Million
Q4 2024

May 29, 2025
SELL
$23.88 - $24.32 $863,644 - $879,557
-36,166 Reduced 29.24%
87,504 $2.1 Million
Q4 2024

Feb 11, 2025
BUY
$23.88 - $24.32 $2.44 Million - $2.49 Million
102,386 New
102,386 $2.46 Billion

Others Institutions Holding IBDS

# of Institutions
399
Shares Held
104M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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