A detailed history of Pfg Private Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 318,856 shares of IBDR stock, worth $7.57 Million. This represents 4.4% of its overall portfolio holdings.

Number of Shares
318,856
Previous 316,828 0.64%
Holding current value
$7.57 Million
Previous $7.55 Million 0.34%
% of portfolio
4.4%
Previous 4.59%

Shares

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

Nov 05, 2024

BUY
$23.75 - $23.75 $48,165 - $48,165
2,028 Added 0.64%
318,856 $7.57 Million
Q2 2024

Jul 15, 2024

BUY
$23.65 - $23.82 $117,989 - $118,837
4,989 Added 1.6%
316,828 $7.55 Million
Q1 2024

Apr 23, 2024

SELL
$23.76 - $23.98 $448,945 - $453,102
-18,895 Reduced 5.71%
311,839 $7.44 Million
Q4 2023

Jan 22, 2024

SELL
$23.15 - $23.9 $1.65 Million - $1.7 Million
-71,064 Reduced 17.69%
330,734 $7.9 Million
Q3 2023

Oct 24, 2023

BUY
$23.28 - $23.6 $802,531 - $813,562
34,473 Added 9.38%
401,798 $9.37 Million
Q2 2023

Jul 17, 2023

BUY
$23.42 - $23.83 $767,918 - $781,361
32,789 Added 9.8%
367,325 $8.62 Million
Q1 2023

May 01, 2023

BUY
$23.14 - $23.86 $843,638 - $869,887
36,458 Added 12.23%
334,536 $7.94 Million
Q4 2022

Jan 18, 2023

BUY
$22.9 - $23.61 $258,747 - $266,769
11,299 Added 3.94%
298,078 $6.96 Million
Q3 2022

Nov 04, 2022

BUY
$23.21 - $24.34 $1.8 Million - $1.89 Million
77,516 Added 37.04%
286,779 $6.63 Million
Q2 2022

Jul 19, 2022

BUY
$23.33 - $24.57 $224,154 - $236,068
9,608 Added 4.81%
209,263 $4.98 Million
Q1 2022

Apr 25, 2022

BUY
$24.49 - $26.0 $291,039 - $308,984
11,884 Added 6.33%
199,655 $4.92 Million
Q4 2021

Jan 27, 2022

SELL
$25.98 - $26.52 $1.76 Million - $1.8 Million
-67,851 Reduced 26.54%
187,771 $4.9 Million
Q3 2021

Nov 04, 2021

BUY
$26.47 - $26.76 $477,333 - $482,563
18,033 Added 7.59%
255,622 $6.77 Million
Q2 2021

Aug 02, 2021

BUY
$26.28 - $26.69 $322,823 - $327,859
12,284 Added 5.45%
237,589 $6.32 Million
Q1 2021

May 07, 2021

BUY
$26.27 - $27.07 $565,882 - $583,114
21,541 Added 10.57%
225,305 $5.94 Million
Q4 2020

Jan 25, 2021

BUY
$26.72 - $27.1 $396,150 - $401,784
14,826 Added 7.85%
203,764 $5.52 Million
Q3 2020

Nov 03, 2020

BUY
$26.64 - $27.04 $397,229 - $403,193
14,911 Added 8.57%
188,938 $5.07 Million
Q2 2020

Aug 12, 2020

BUY
$24.19 - $26.75 $103,896 - $114,891
4,295 Added 2.53%
174,027 $4.64 Million
Q1 2020

Apr 28, 2020

SELL
$22.21 - $26.46 $31,893 - $37,996
-1,436 Reduced 0.84%
169,732 $4.17 Million
Q4 2019

Jan 21, 2020

BUY
$25.21 - $25.58 $4.32 Million - $4.38 Million
171,168 New
171,168 $4.38 Million

Others Institutions Holding IBDR

About ISHARES TR IBONDS DEC 2026 TER


  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
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