Segment Wealth Management, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Segment Wealth Management, LLC holds 54,960 shares of IBDX stock, worth $1.37 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
54,960
Previous 48,940 12.3%
Holding current value
$1.37 Million
Previous $1.2 Million 14.23%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Apr 21, 2025
BUY
$24.21 - $25.09 $145,744 - $151,041
6,020 Added 12.3%
54,960 $1.37 Million
Q4 2024

Jan 16, 2025
BUY
$24.5 - $25.72 $538,510 - $565,325
21,980 Added 81.53%
48,940 $1.2 Million
Q3 2024

Oct 22, 2024
BUY
$24.34 - $25.83 $22,879 - $24,280
940 Added 3.61%
26,960 $693,000
Q2 2024

Jul 22, 2024
BUY
$24.0 - $24.77 $58,800 - $60,686
2,450 Added 10.39%
26,020 $639,000
Q1 2024

Apr 24, 2024
BUY
$24.5 - $25.2 $364,315 - $374,724
14,870 Added 170.92%
23,570 $584,000
Q4 2023

Jan 25, 2024
BUY
$22.73 - $25.34 $197,751 - $220,458
8,700 New
8,700 $219,000

Others Institutions Holding IBDX

# of Institutions
148
Shares Held
35.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2032 TER

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