A detailed history of Segment Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Segment Wealth Management, LLC holds 36,675 shares of IBDW stock, worth $752,937. This represents 0.06% of its overall portfolio holdings.

Number of Shares
36,675
Previous 32,430 13.09%
Holding current value
$752,937
Previous $658,000 18.24%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 22, 2024

BUY
$20.12 - $21.28 $85,409 - $90,333
4,245 Added 13.09%
36,675 $778,000
Q2 2024

Jul 22, 2024

BUY
$19.84 - $20.44 $58,726 - $60,502
2,960 Added 10.04%
32,430 $658,000
Q1 2024

Apr 24, 2024

BUY
$20.24 - $20.75 $228,104 - $233,852
11,270 Added 61.92%
29,470 $603,000
Q4 2023

Jan 25, 2024

BUY
$18.79 - $20.85 $341,978 - $379,470
18,200 New
18,200 $378,000

Others Institutions Holding IBDW

About ISHARES TR IBONDS DEC 2031 TER


  • Ticker IBDW
More about IBDW
Track This Portfolio

Track Segment Wealth Management, LLC Portfolio

Follow Segment 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 Segment Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Segment Wealth Management, LLC with notifications on news.