Pfg Private Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Pfg Private Wealth Management, LLC

$174 Million
Q4 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 19,936 shares of IBMN stock, worth $532,689. This represents 0.3% of its overall portfolio holdings.

Number of Shares

19,936

Previous 19,078 4.5%

Holding current value

$532,689

Previous $508,000 4.33%

% of portfolio

0.3%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$26.55 - $26.67 $22,779 - $22,882	858 Added 4.5%	19,936 $530,000
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

179

Shares Held

18.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

Ticker IBMN
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Pfg Private Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History