A detailed history of Mv Capital Management, Inc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Mv Capital Management, Inc. holds 548,800 shares of IBDS stock, worth $13.1 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
548,800
Previous 539,718 1.68%
Holding current value
$13.1 Million
Previous $12.8 Million 4.43%
% of portfolio
1.45%
Previous 1.46%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$23.63 - $24.42 $214,607 - $221,782
9,082 Added 1.68%
548,800 $13.4 Million
Q2 2024

Aug 01, 2024

BUY
$23.48 - $23.77 $156,729 - $158,664
6,675 Added 1.25%
539,718 $12.8 Million
Q1 2024

Apr 18, 2024

BUY
$23.67 - $24.03 $768,446 - $780,133
32,465 Added 6.49%
533,043 $12.7 Million
Q4 2023

Jan 29, 2024

SELL
$22.84 - $23.94 $131,992 - $138,349
-5,779 Reduced 1.14%
500,578 $12 Million
Q3 2023

Nov 07, 2023

BUY
$23.07 - $23.6 $220,918 - $225,993
9,576 Added 1.93%
506,357 $11.7 Million
Q2 2023

Aug 03, 2023

BUY
$23.39 - $23.94 $3.95 Million - $4.04 Million
168,786 Added 51.46%
496,781 $11.7 Million
Q1 2023

Apr 26, 2023

BUY
$23.15 - $24.01 $7.42 Million - $7.7 Million
320,502 Added 4277.35%
327,995 $7.81 Million
Q4 2022

Jan 27, 2023

BUY
$22.55 - $23.67 $168,967 - $177,359
7,493 New
7,493 $0

Others Institutions Holding IBDS

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
Track This Portfolio

Track Mv Capital Management, Inc. Portfolio

Follow Mv Capital Management, Inc. 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 Mv Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mv Capital Management, Inc. with notifications on news.