Segment Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Segment Wealth Management, LLC

  • $1.43 Billion
  • Q1 2025

A detailed history of Segment Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Segment Wealth Management, LLC holds 59,387 shares of IBDS stock, worth $1.44 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
59,387
Previous 59,207 0.3%
Holding current value
$1.44 Million
Previous $1.42 Million 1.2%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Apr 21, 2025
BUY
$23.9 - $24.18 $4,302 - $4,352
180 Added 0.3%
59,387 $1.44 Million
Q4 2024

Jan 16, 2025
BUY
$23.88 - $24.32 $55,879 - $56,908
2,340 Added 4.11%
59,207 $1.42 Million
Q3 2024

Oct 22, 2024
BUY
$23.63 - $24.42 $50,095 - $51,770
2,120 Added 3.87%
56,867 $1.39 Million
Q2 2024

Jul 22, 2024
BUY
$23.48 - $23.77 $94,859 - $96,030
4,040 Added 7.97%
54,747 $1.3 Million
Q1 2024

Apr 24, 2024
BUY
$23.67 - $24.03 $131,841 - $133,847
5,570 Added 12.34%
50,707 $1.21 Million
Q4 2023

Jan 25, 2024
BUY
$22.84 - $23.94 $154,170 - $161,595
6,750 Added 17.58%
45,137 $1.08 Million
Q3 2023

Oct 24, 2023
BUY
$23.07 - $23.6 $89,165 - $91,214
3,865 Added 11.2%
38,387 $888,000
Q2 2023

Jul 21, 2023
BUY
$23.39 - $23.94 $19,179 - $19,630
820 Added 2.43%
34,522 $810,000
Q1 2023

Apr 19, 2023
BUY
$23.15 - $24.01 $185,200 - $192,080
8,000 Added 31.13%
33,702 $802,000
Q4 2022

Jan 13, 2023
BUY
$22.55 - $23.67 $166,915 - $175,205
7,402 Added 40.45%
25,702 $0
Q1 2022

Apr 25, 2022
BUY
$24.73 - $26.48 $9,892 - $10,592
400 Added 2.23%
18,300 $456,000
Q4 2021

Jan 24, 2022
BUY
$26.38 - $27.03 $472,202 - $483,837
17,900 New
17,900 $475,000

Others Institutions Holding IBDS

# of Institutions
399
Shares Held
104M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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