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 40,883 shares of IBMP stock, worth $1.04 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
40,883
Previous 33,855 20.76%
Holding current value
$1.04 Million
Previous $855,000 21.17%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 14, 2025
BUY
$24.98 - $25.35 $175,559 - $178,159
7,028 Added 20.76%
40,883 $1.04 Million
Q1 2025

May 15, 2025
SELL
$25.1 - $25.34 $62,775 - $63,375
-2,501 Reduced 6.88%
33,855 $856 Million
Q4 2024

May 30, 2025
BUY
$25.08 - $25.43 $45,871 - $46,511
1,829 Added 5.4%
35,684 $897,000
Q4 2024

May 29, 2025
BUY
$25.08 - $25.43 $45,871 - $46,511
1,829 Added 5.4%
35,684 $897,000
Q4 2024

Feb 11, 2025
BUY
$25.08 - $25.43 $911,808 - $924,533
36,356 New
36,356 $917 Million

Others Institutions Holding IBMP

# of Institutions
181
Shares Held
20.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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