Oak Harbor Wealth Partners, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Oak Harbor Wealth Partners, LLC

  • $349 Million
  • Q3 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 5,322 shares of IBDS stock, worth $127,249. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,322
Previous 5,322 -0.0%
Holding current value
$127,249
Previous $126,000 2.38%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024
BUY
$22.84 - $23.94 $11,420 - $11,970
500 Added 10.37%
5,322 $127,000
Q4 2022

Jan 18, 2023
BUY
$22.55 - $23.67 $1,984 - $2,082
88 Added 1.86%
4,822 $0
Q2 2022

Jul 25, 2022
BUY
$23.33 - $24.86 $11,431 - $12,181
490 Added 11.55%
4,734 $113,000
Q1 2022

May 11, 2022
BUY
$24.73 - $26.48 $11,895 - $12,736
481 Added 12.78%
4,244 $106,000
Q4 2021

Feb 17, 2022
BUY
$26.38 - $27.03 $99,267 - $101,713
3,763 New
3,763 $100,000

Others Institutions Holding IBDS

# of Institutions
341
Shares Held
83.3M
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
Track This Portfolio

Track Oak Harbor Wealth Partners, LLC Portfolio

Follow Oak Harbor Wealth Partners, 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 Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email