Segment Wealth Management, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Segment Wealth Management, LLC holds 81,130 shares of IBDW stock, worth $1.69 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
81,130
Previous 73,310 10.67%
Holding current value
$1.69 Million
Previous $1.49 Million 12.88%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Apr 21, 2025
BUY
$20.1 - $20.8 $157,182 - $162,656
7,820 Added 10.67%
81,130 $1.68 Million
Q4 2024

Jan 16, 2025
BUY
$20.28 - $21.2 $742,957 - $776,662
36,635 Added 99.89%
73,310 $1.49 Million
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

# 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 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.

Choose your preferred platform and Sign Up 👇 Telegram Email