A detailed history of Pfg Private Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 630,677 shares of IBDS stock, worth $15.1 Million. This represents 8.67% of its overall portfolio holdings.

Number of Shares
630,677
Previous 307,539 105.07%
Holding current value
$15.1 Million
Previous $7.49 Million 101.64%
% of portfolio
8.67%
Previous 4.36%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025

BUY
$23.88 - $24.32 $7.72 Million - $7.86 Million
323,138 Added 105.07%
630,677 $15.1 Million
Q3 2024

Nov 05, 2024

BUY
$23.63 - $24.42 $25,756 - $26,617
1,090 Added 0.36%
307,539 $7.49 Million
Q2 2024

Jul 15, 2024

BUY
$23.48 - $23.77 $106,176 - $107,487
4,522 Added 1.5%
306,449 $7.27 Million
Q1 2024

Apr 23, 2024

SELL
$23.67 - $24.03 $735,592 - $746,780
-31,077 Reduced 9.33%
301,927 $7.19 Million
Q4 2023

Jan 22, 2024

SELL
$22.84 - $23.94 $1.8 Million - $1.89 Million
-78,870 Reduced 19.15%
333,004 $7.97 Million
Q3 2023

Oct 24, 2023

BUY
$23.07 - $23.6 $1.17 Million - $1.19 Million
50,548 Added 13.99%
411,874 $9.53 Million
Q2 2023

Jul 17, 2023

BUY
$23.39 - $23.94 $740,808 - $758,227
31,672 Added 9.61%
361,326 $8.48 Million
Q1 2023

May 01, 2023

BUY
$23.15 - $24.01 $686,536 - $712,040
29,656 Added 9.89%
329,654 $7.85 Million
Q4 2022

Jan 18, 2023

BUY
$22.55 - $23.67 $245,592 - $257,789
10,891 Added 3.77%
299,998 $7.01 Million
Q3 2022

Nov 04, 2022

BUY
$22.77 - $24.53 $1.93 Million - $2.08 Million
84,653 Added 41.4%
289,107 $6.65 Million
Q2 2022

Jul 19, 2022

BUY
$23.33 - $24.86 $250,214 - $266,623
10,725 Added 5.54%
204,454 $4.88 Million
Q1 2022

Apr 25, 2022

BUY
$24.73 - $26.48 $292,333 - $313,020
11,821 Added 6.5%
193,729 $4.83 Million
Q4 2021

Jan 27, 2022

SELL
$26.38 - $27.03 $1.74 Million - $1.78 Million
-65,940 Reduced 26.61%
181,908 $4.83 Million
Q3 2021

Nov 04, 2021

BUY
$26.98 - $27.28 $457,203 - $462,286
16,946 Added 7.34%
247,848 $6.69 Million
Q2 2021

Aug 02, 2021

BUY
$26.65 - $27.15 $321,265 - $327,293
12,055 Added 5.51%
230,902 $6.25 Million
Q1 2021

May 07, 2021

BUY
$26.64 - $27.56 $500,166 - $517,439
18,775 Added 9.38%
218,847 $5.85 Million
Q4 2020

Jan 25, 2021

BUY
$27.04 - $27.57 $394,838 - $402,577
14,602 Added 7.87%
200,072 $5.52 Million
Q3 2020

Nov 03, 2020

BUY
$26.95 - $27.49 $376,222 - $383,760
13,960 Added 8.14%
185,470 $5.03 Million
Q2 2020

Aug 12, 2020

BUY
$24.26 - $27.02 $99,247 - $110,538
4,091 Added 2.44%
171,510 $4.62 Million
Q1 2020

Apr 28, 2020

BUY
$22.37 - $26.87 $45,679 - $54,868
2,042 Added 1.23%
167,419 $4.1 Million
Q4 2019

Jan 21, 2020

BUY
$25.68 - $26.07 $4.25 Million - $4.31 Million
165,377 New
165,377 $4.3 Million

Others Institutions Holding IBDS

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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