Pfg Private Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Pfg Private Wealth Management, LLC

  • $172 Million
  • Q3 2024

A detailed history of Pfg Private Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 298,436 shares of IBDU stock, worth $6.81 Million. This represents 4.08% of its overall portfolio holdings.

Number of Shares
298,436
Previous 292,327 2.09%
Holding current value
$6.81 Million
Previous $6.63 Million 5.87%
% of portfolio
4.08%
Previous 4.03%

Shares

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

Nov 05, 2024
BUY
$22.51 - $23.57 $137,513 - $143,989
6,109 Added 2.09%
298,436 $7.02 Million
Q2 2024

Jul 15, 2024
BUY
$22.29 - $22.77 $328,732 - $335,811
14,748 Added 5.31%
292,327 $6.63 Million
Q1 2024

Apr 23, 2024
SELL
$22.61 - $23.1 $7,076 - $7,230
-313 Reduced 0.11%
277,579 $6.33 Million
Q4 2023

Jan 22, 2024
BUY
$21.44 - $23.11 $618,265 - $666,423
28,837 Added 11.58%
277,892 $6.41 Million
Q3 2023

Oct 24, 2023
SELL
$21.83 - $22.62 $1.71 Million - $1.77 Million
-78,306 Reduced 23.92%
249,055 $5.45 Million
Q2 2023

Jul 17, 2023
BUY
$22.32 - $23.04 $300,159 - $309,841
13,448 Added 4.28%
327,361 $7.35 Million
Q1 2023

May 01, 2023
BUY
$21.99 - $23.12 $36,107 - $37,963
1,642 Added 0.53%
313,913 $7.18 Million
Q4 2022

Jan 18, 2023
BUY
$21.21 - $22.74 $332,381 - $356,358
15,671 Added 5.28%
312,271 $6.92 Million
Q3 2022

Nov 04, 2022
BUY
$21.55 - $23.64 $1.83 Million - $2 Million
84,762 Added 40.01%
296,600 $6.46 Million
Q2 2022

Jul 19, 2022
BUY
$22.39 - $24.47 $449,344 - $491,088
20,069 Added 10.47%
211,838 $4.84 Million
Q1 2022

Apr 25, 2022
BUY
$24.25 - $26.14 $304,192 - $327,900
12,544 Added 7.0%
191,769 $4.7 Million
Q4 2021

Jan 27, 2022
SELL
$26.12 - $26.7 $1.75 Million - $1.79 Million
-66,978 Reduced 27.2%
179,225 $4.72 Million
Q3 2021

Nov 04, 2021
BUY
$26.61 - $27.16 $449,336 - $458,623
16,886 Added 7.36%
246,203 $6.55 Million
Q2 2021

Aug 02, 2021
BUY
$26.09 - $26.82 $284,928 - $292,901
10,921 Added 5.0%
229,317 $6.15 Million
Q1 2021

May 07, 2021
BUY
$25.95 - $27.44 $564,282 - $596,682
21,745 Added 11.06%
218,396 $5.71 Million
Q4 2020

Jan 25, 2021
BUY
$26.88 - $27.5 $386,453 - $395,367
14,377 Added 7.89%
196,651 $5.41 Million
Q3 2020

Nov 03, 2020
BUY
$26.78 - $27.52 $384,801 - $395,434
14,369 Added 8.56%
182,274 $4.93 Million
Q2 2020

Aug 12, 2020
BUY
$23.83 - $26.77 $93,461 - $104,991
3,922 Added 2.39%
167,905 $4.49 Million
Q1 2020

Apr 28, 2020
BUY
$21.86 - $26.73 $11,979 - $14,648
548 Added 0.34%
163,983 $3.95 Million
Q4 2019

Jan 21, 2020
BUY
$25.18 - $25.69 $4.12 Million - $4.2 Million
163,435 New
163,435 $4.17 Million

Others Institutions Holding IBDU

# of Institutions
234
Shares Held
59.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

IBDU Quotes by TradingView
  • Ticker IBDU
  • Sector ETFs
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