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

Pfg Private Wealth Management, LLC

$161 Million
Q1 2025

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 313,535 shares of IBDU stock, worth $7.24 Million. This represents 4.49% of its overall portfolio holdings.

Number of Shares

313,535

Previous 309,177 1.41%

Holding current value

$7.24 Million

Previous $7.05 Million 2.88%

% of portfolio

4.49%

Previous 4.04%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$22.61 - $23.14 $98,534 - $100,844	4,358 Added 1.41%	313,535 $7.25 Million
Q4 2024 Feb 06, 2025	BUY	$22.71 - $23.47 $243,928 - $252,091	10,741 Added 3.6%	309,177 $7.05 Million
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

295

Shares Held

89.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2029 TER

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