Peloton Wealth Strategists Ishares Tr Ibonds Dec 2028 Ter Transaction History

Peloton Wealth Strategists

  • $246 Million
  • Q3 2024

A detailed history of Peloton Wealth Strategists transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Peloton Wealth Strategists holds 13,000 shares of IBMQ stock, worth $329,420. This represents 0.14% of its overall portfolio holdings.

Number of Shares
13,000
Previous 12,000 8.33%
Holding current value
$329,420
Previous $300,000 11.0%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Nov 15, 2024
BUY
$24.91 - $25.63 $24,910 - $25,630
1,000 Added 8.33%
13,000 $333,000
Q1 2021

Jun 23, 2021
SELL
$27.05 - $27.79 $54,100 - $55,580
-2,000 Reduced 14.29%
12,000 $326,000
Q1 2020

May 15, 2020
BUY
$23.01 - $27.34 $46,020 - $54,680
2,000 Added 16.67%
14,000 $367,000
Q4 2019

Feb 14, 2020
BUY
$25.88 - $26.41 $310,560 - $316,920
12,000 New
12,000 $333,000
Q3 2019

Nov 13, 2019
SELL
$25.7 - $26.56 $257,000 - $265,600
-10,000 Closed
0 $0
Q2 2019

Aug 12, 2019
BUY
$25.07 - $25.79 $250,700 - $257,900
10,000 New
10,000 $272,000

Others Institutions Holding IBMQ

# of Institutions
127
Shares Held
13.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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