New England Private Wealth Advisors LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

New England Private Wealth Advisors LLC

  • $627 Million
  • Q1 2025

A detailed history of New England Private Wealth Advisors LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 74,126 shares of IBDS stock, worth $1.8 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
74,126
Previous 49,566 49.55%
Holding current value
$1.8 Million
Previous $1.19 Million 50.97%
% of portfolio
0.29%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$23.9 - $24.18 $586,984 - $593,860
24,560 Added 49.55%
74,126 $1.79 Million
Q4 2024

Feb 07, 2025
BUY
$23.88 - $24.32 $1.18 Million - $1.21 Million
49,566 New
49,566 $1.19 Million

Others Institutions Holding IBDS

# of Institutions
399
Shares Held
102M
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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