Pfg Private Wealth Management, LLC Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 19,078 shares of IBMN stock, worth $508,428. This represents 0.3% of its overall portfolio holdings.

Number of Shares
19,078
Previous 17,980 6.11%
Holding current value
$508,428
Previous $476,000 6.72%
% of portfolio
0.3%
Previous 0.29%

Shares

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

Nov 05, 2024
BUY
$26.42 - $26.67 $29,009 - $29,283
1,098 Added 6.11%
19,078 $508,000
Q2 2024

Jul 15, 2024
BUY
$26.34 - $26.49 $21,098 - $21,218
801 Added 4.66%
17,980 $476,000
Q1 2024

Apr 23, 2024
SELL
$26.4 - $26.55 $234,880 - $236,215
-8,897 Reduced 34.12%
17,179 $454,000
Q4 2023

Jan 22, 2024
SELL
$26.02 - $26.55 $402,841 - $411,047
-15,482 Reduced 37.25%
26,076 $692,000
Q3 2023

Oct 24, 2023
SELL
$26.08 - $26.38 $12,753 - $12,899
-489 Reduced 1.16%
41,558 $1.08 Million
Q1 2023

May 01, 2023
BUY
$26.16 - $26.7 $1.1 Million - $1.12 Million
42,047 New
42,047 $1.12 Million

Others Institutions Holding IBMN

# of Institutions
167
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

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  • Ticker IBMN
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