New England Private Wealth Advisors LLC Ishares Tr Ibonds Dec 2026 Ter 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 Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 94,639 shares of IBDR stock, worth $2.25 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
94,639
Previous 93,999 0.68%
Holding current value
$2.25 Million
Previous $2.24 Million 0.36%
% of portfolio
0.37%
Previous 0.39%

Shares

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

Nov 07, 2024
BUY
$23.75 - $23.75 $15,200 - $15,200
640 Added 0.68%
94,639 $2.25 Million
Q2 2024

Aug 07, 2024
BUY
$23.65 - $23.82 $1.07 Million - $1.07 Million
45,066 Added 92.1%
93,999 $2.24 Million
Q1 2024

May 08, 2024
BUY
$23.76 - $23.98 $799,120 - $806,519
33,633 Added 219.82%
48,933 $1.17 Million
Q4 2023

Feb 02, 2024
BUY
$23.15 - $23.9 $354,195 - $365,670
15,300 New
15,300 $365,000

Others Institutions Holding IBDR

# of Institutions
373
Shares Held
89.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
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