Modern Wealth Management, LLC Ishares Tr Ibonds December 202 Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Modern Wealth Management, LLC holds 45,042 shares of IBMO stock, worth $1.15 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
45,042
Previous 38,052 18.37%
Holding current value
$1.15 Million
Previous $972,000 18.62%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 14, 2025
BUY
$25.32 - $25.63 $176,986 - $179,153
6,990 Added 18.37%
45,042 $1.15 Million
Q1 2025

May 15, 2025
SELL
$25.45 - $25.6 $61,843 - $62,208
-2,430 Reduced 6.0%
38,052 $973 Million
Q4 2024

May 30, 2025
BUY
$25.4 - $25.62 $64,617 - $65,177
2,544 Added 6.69%
40,596 $1.03 Million
Q4 2024

May 29, 2025
BUY
$25.4 - $25.62 $64,617 - $65,177
2,544 Added 6.69%
40,596 $1.03 Million
Q4 2024

Feb 11, 2025
BUY
$25.4 - $25.62 $387,223 - $390,576
15,245 Added 60.41%
40,482 $1.03 Billion
Q3 2024

May 30, 2025
SELL
$25.26 - $25.66 $323,706 - $328,832
-12,815 Reduced 33.68%
25,237 $647,000
Q3 2024

May 29, 2025
SELL
$25.26 - $25.66 $323,706 - $328,832
-12,815 Reduced 33.68%
25,237 $647,000
Q3 2024

Nov 05, 2024
BUY
$25.26 - $25.66 $107,077 - $108,772
4,239 Added 20.19%
25,237 $647 Million
Q2 2024

May 29, 2025
SELL
$25.16 - $25.33 $429,078 - $431,977
-17,054 Reduced 44.82%
20,998 $531,000
Q2 2024

Aug 07, 2024
BUY
$25.16 - $25.33 $34,393 - $34,626
1,367 Added 6.96%
20,998 $532 Million
Q1 2024

May 28, 2025
SELL
$25.35 - $25.52 $704,146 - $708,869
-27,777 Reduced 73.0%
10,275 $260 Million
Q1 2024

May 13, 2024
BUY
$25.35 - $25.52 $497,645 - $500,983
19,631 New
19,631 $496 Million

Others Institutions Holding IBMO

# of Institutions
192
Shares Held
19.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMO Quotes by TradingView
  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email