Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Paradigm, Strategies In Wealth Management, LLC

  • $145 Million
  • Q2 2025

A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 68,074 shares of IBDS stock, worth $1.66 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
68,074
Previous 69,587 2.17%
Holding current value
$1.66 Million
Previous $1.68 Million 1.78%
% of portfolio
1.14%
Previous 1.2%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
SELL
$23.96 - $24.27 $36,251 - $36,720
-1,513 Reduced 2.17%
68,074 $1.65 Million
Q1 2025

May 07, 2025
SELL
$23.9 - $24.18 $17,088 - $17,288
-715 Reduced 1.02%
69,587 $1.68 Million
Q4 2024

Jan 14, 2025
SELL
$23.88 - $24.32 $280,422 - $285,589
-11,743 Reduced 14.31%
70,302 $1.68 Million
Q3 2024

Oct 24, 2024
BUY
$23.63 - $24.42 $237,741 - $245,689
10,061 Added 13.98%
82,045 $2 Million
Q2 2024

Jul 30, 2024
BUY
$23.48 - $23.77 $29,021 - $29,379
1,236 Added 1.75%
71,984 $1.71 Million
Q1 2024

May 02, 2024
BUY
$23.67 - $24.03 $133,735 - $135,769
5,650 Added 8.68%
70,748 $1.68 Million
Q4 2023

Jan 26, 2024
BUY
$22.84 - $23.94 $312,154 - $327,187
13,667 Added 26.57%
65,098 $1.56 Million
Q3 2023

Oct 25, 2023
BUY
$23.07 - $23.6 $1.19 Million - $1.21 Million
51,431 New
51,431 $1.19 Million

Others Institutions Holding IBDS

# of Institutions
414
Shares Held
107M
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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