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

Mosaic Family Wealth Partners, LLC

  • $785 Billion
  • Q2 2025

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 28,241 shares of IBDS stock, worth $687,668. This represents 0.09% of its overall portfolio holdings.

Number of Shares
28,241
Previous 24,181 16.79%
Holding current value
$687,668
Previous $585 Million 17.22%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Aug 11, 2025
BUY
$23.96 - $24.27 $97,277 - $98,536
4,060 Added 16.79%
28,241 $685 Million
Q1 2025

May 02, 2025
BUY
$23.9 - $24.18 $37,762 - $38,204
1,580 Added 6.99%
24,181 $585 Million
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
419
Shares Held
109M
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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