Mutual Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Mutual Advisors, LLC

$3.31 Billion
Q4 2024

A detailed history of Mutual Advisors, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Mutual Advisors, LLC holds 34,030 shares of IBDW stock, worth $707,824. This represents 0.02% of its overall portfolio holdings.

Number of Shares

34,030

Previous 35,032 2.86%

Holding current value

$707,824

Previous $743,000 6.86%

% of portfolio

0.02%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$20.28 - $21.2 $20,320 - $21,242	-1,002 Reduced 2.86%	34,030 $692,000
Q3 2024 Oct 25, 2024	SELL	$20.12 - $21.28 $824 - $872	-41 Reduced 0.12%	35,032 $743,000
Q2 2024 Jul 30, 2024	BUY	$19.84 - $20.44 $201,336 - $207,425	10,148 Added 40.71%	35,073 $711,000
Q1 2024 May 02, 2024	BUY	$20.24 - $20.75 $250,996 - $257,320	12,401 Added 99.02%	24,925 $510,000
Q4 2023 Jan 12, 2024	BUY	$18.79 - $20.85 $235,325 - $261,125	12,524 New	12,524 $260,000

Others Institutions Holding IBDW

# of Institutions

183

Shares Held

54.5M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

More about IBDW

Track This Portfolio

Portfolio Update

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

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Account

Mutual Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History