Mosaic Family Wealth Partners, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Mosaic Family Wealth Partners, LLC

  • $693 Billion
  • Q4 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 22,601 shares of IBDS stock, worth $544,458. This represents 0.08% of its overall portfolio holdings.

Number of Shares
22,601
Previous 9,286 143.39%
Holding current value
$544,458
Previous $226 Million 139.29%
% of portfolio
0.08%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$23.88 - $24.32 $317,962 - $323,820
13,315 Added 143.39%
22,601 $542 Million
Q3 2024

Nov 13, 2024
BUY
$23.63 - $24.42 $219,428 - $226,764
9,286 New
9,286 $226 Million

Others Institutions Holding IBDS

# of Institutions
378
Shares Held
97.4M
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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