Provenance Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Provenance Wealth Advisors, LLC

  • $695 Billion
  • Q1 2025

A detailed history of Provenance Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 22,782 shares of IBDU stock, worth $536,288. This represents 0.08% of its overall portfolio holdings.

Number of Shares
22,782
Previous 14,447 57.69%
Holding current value
$536,288
Previous $329 Million 59.98%
% of portfolio
0.08%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Aug 15, 2025
BUY
$22.61 - $23.14 $188,454 - $192,871
8,335 Added 57.69%
22,782 $527 Million
Q4 2024

Aug 15, 2025
BUY
$22.71 - $23.47 $50,461 - $52,150
2,222 Added 18.18%
14,447 $329 Million
Q3 2024

Aug 15, 2025
BUY
$22.51 - $23.57 $240,204 - $251,515
10,671 Added 686.68%
12,225 $287 Million
Q2 2024

Aug 15, 2025
BUY
$22.29 - $22.77 $24,920 - $25,456
1,118 Added 256.42%
1,554 $35.2 Million
Q3 2023

Aug 15, 2025
BUY
$21.83 - $22.62 $9,517 - $9,862
436 New
436 $9.55 Million

Others Institutions Holding IBDU

# of Institutions
336
Shares Held
100M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

IBDU Quotes by TradingView
  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
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