Pfg Private Wealth Management, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Pfg Private Wealth Management, LLC

  • $170 Million
  • Q2 2025

A detailed history of Pfg Private Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 515,066 shares of IBDW stock, worth $11 Million. This represents 6.36% of its overall portfolio holdings.

Number of Shares
515,066
Previous 502,812 2.44%
Holding current value
$11 Million
Previous $10.4 Million 3.86%
% of portfolio
6.36%
Previous 6.46%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$20.23 - $21.04 $247,898 - $257,824
12,254 Added 2.44%
515,066 $10.8 Million
Q1 2025

May 13, 2025
BUY
$20.1 - $20.8 $9.94 Million - $10.3 Million
494,495 Added 5945.59%
502,812 $10.4 Million
Q3 2024

Nov 05, 2024
SELL
$20.12 - $21.28 $56,376 - $59,626
-2,802 Reduced 25.2%
8,317 $176,000
Q2 2024

Jul 15, 2024
SELL
$19.84 - $20.44 $178 - $183
-9 Reduced 0.08%
11,119 $225,000
Q1 2024

Apr 23, 2024
SELL
$20.24 - $20.75 $5.3 Million - $5.43 Million
-261,720 Reduced 95.92%
11,128 $228,000
Q4 2023

Jan 22, 2024
BUY
$18.79 - $20.85 $5.13 Million - $5.69 Million
272,848 New
272,848 $5.67 Million

Others Institutions Holding IBDW

# of Institutions
232
Shares Held
64.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
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