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

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

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 40,482 shares of IBMO stock, worth $1.03 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
40,482
Previous 25,237 60.41%
Holding current value
$1.03 Million
Previous $647 Million 59.57%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 05, 2024
BUY
$25.26 - $25.66 $107,077 - $108,772
4,239 Added 20.19%
25,237 $647 Million
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 13, 2024
BUY
$25.35 - $25.52 $497,645 - $500,983
19,631 New
19,631 $496 Million

Others Institutions Holding IBMO

# of Institutions
189
Shares Held
19.6M
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
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