Pfg Private Wealth Management, LLC Ishares Tr Ibonds Dec 2024 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 2024 Ter stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 20,136 shares of IBMM stock, worth $525,750. This represents 0.31% of its overall portfolio holdings.

Number of Shares
20,136
Previous 19,883 1.27%
Holding current value
$525,750
Previous $517,000 1.55%
% of portfolio
0.31%
Previous 0.31%

Shares

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

Nov 05, 2024
BUY
$25.97 - $26.11 $6,570 - $6,605
253 Added 1.27%
20,136 $525,000
Q2 2024

Jul 15, 2024
BUY
$25.91 - $26.05 $21,919 - $22,038
846 Added 4.44%
19,883 $517,000
Q1 2024

Apr 23, 2024
SELL
$25.9 - $25.98 $166,019 - $166,531
-6,410 Reduced 25.19%
19,037 $494,000
Q4 2023

Jan 22, 2024
SELL
$25.65 - $25.93 $324,677 - $328,221
-12,658 Reduced 33.22%
25,447 $659,000
Q3 2023

Oct 24, 2023
SELL
$25.67 - $25.78 $129,145 - $129,699
-5,031 Reduced 11.66%
38,105 $978,000
Q1 2023

May 01, 2023
BUY
$25.61 - $25.94 $1.1 Million - $1.12 Million
43,136 New
43,136 $1.12 Million

Others Institutions Holding IBMM

# of Institutions
169
Shares Held
12.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

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