New England Private Wealth Advisors LLC Ishares Ibonds Dec 2024 Term C Transaction History

New England Private Wealth Advisors LLC

  • $606 Million
  • Q3 2024

A detailed history of New England Private Wealth Advisors LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 202,042 shares of IBDP stock, worth $5.08 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
202,042
Previous 220,331 8.3%
Holding current value
$5.08 Million
Previous $5.54 Million 8.0%
% of portfolio
0.84%
Previous 0.97%

Shares

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

Nov 07, 2024
SELL
$25.04 - $25.21 $457,956 - $461,065
-18,289 Reduced 8.3%
202,042 $5.09 Million
Q2 2024

Aug 07, 2024
SELL
$24.98 - $25.13 $55,055 - $55,386
-2,204 Reduced 0.99%
220,331 $5.54 Million
Q1 2024

May 08, 2024
BUY
$24.89 - $25.05 $450,409 - $453,304
18,096 Added 8.85%
222,535 $5.57 Million
Q4 2023

Feb 02, 2024
BUY
$24.66 - $24.91 $3.55 Million - $3.58 Million
143,894 Added 237.66%
204,439 $5.09 Million
Q3 2023

Nov 07, 2023
BUY
$24.53 - $24.74 $1.49 Million - $1.5 Million
60,545 New
60,545 $1.5 Million

Others Institutions Holding IBDP

# of Institutions
374
Shares Held
70M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2024 TERM C

IBDP Quotes by TradingView
  • Ticker IBDP
  • Sector ETFs
  • Industry ETFs
More about IBDP
Track This Portfolio

Track New England Private Wealth Advisors LLC Portfolio

Follow New England Private Wealth Advisors 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 New England Private Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New England Private Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email