Pfg Private Wealth Management, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 502,812 shares of IBDW stock, worth $10.4 Million. This represents 6.46% of its overall portfolio holdings.

Number of Shares
502,812
Previous 8,317 5945.59%
Holding current value
$10.4 Million
Previous $169,000 6073.37%
% of portfolio
6.46%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
205
Shares Held
57.5M
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
Track This Portfolio

Track Pfg Private Wealth Management, LLC Portfolio

Follow Pfg Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pfg Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email