A detailed history of Peloton Wealth Strategists transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Peloton Wealth Strategists holds 147,700 shares of IBDW stock, worth $3.03 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
147,700
Previous 120,000 23.08%
Holding current value
$3.03 Million
Previous $2.43 Million 28.76%
% of portfolio
1.27%
Previous 1.02%

Shares

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

Nov 15, 2024

BUY
$20.12 - $21.28 $557,324 - $589,456
27,700 Added 23.08%
147,700 $3.13 Million
Q2 2024

Aug 15, 2024

BUY
$19.84 - $20.44 $228,160 - $235,060
11,500 Added 10.6%
120,000 $2.43 Million
Q1 2024

May 14, 2024

BUY
$20.24 - $20.75 $121,439 - $124,500
6,000 Added 5.85%
108,500 $2.22 Million
Q4 2023

Feb 15, 2024

BUY
$18.79 - $20.85 $1.27 Million - $1.41 Million
67,500 Added 192.86%
102,500 $2.13 Million
Q3 2023

Nov 13, 2023

BUY
$19.34 - $20.36 $363,592 - $382,768
18,800 Added 116.05%
35,000 $678,000
Q2 2023

Aug 10, 2023

BUY
$20.06 - $20.81 $324,972 - $337,122
16,200 New
16,200 $328,000

Others Institutions Holding IBDW

About ISHARES TR IBONDS DEC 2031 TER


  • Ticker IBDW
More about IBDW
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