A detailed history of Segment Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Segment Wealth Management, LLC holds 60,845 shares of IBDU stock, worth $1.39 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
60,845
Previous 56,325 8.02%
Holding current value
$1.39 Million
Previous $1.28 Million 12.07%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 22, 2024

BUY
$22.51 - $23.57 $101,745 - $106,536
4,520 Added 8.02%
60,845 $1.43 Million
Q2 2024

Jul 22, 2024

BUY
$22.29 - $22.77 $94,843 - $96,886
4,255 Added 8.17%
56,325 $1.28 Million
Q1 2024

Apr 24, 2024

BUY
$22.61 - $23.1 $587,746 - $600,484
25,995 Added 99.69%
52,070 $1.19 Million
Q4 2023

Jan 25, 2024

BUY
$21.44 - $23.11 $263,712 - $284,253
12,300 Added 89.29%
26,075 $601,000
Q3 2023

Oct 24, 2023

BUY
$21.83 - $22.62 $300,708 - $311,590
13,775 New
13,775 $301,000

Others Institutions Holding IBDU

About ISHARES TR IBONDS DEC 2029 TER


  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
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