Segment Wealth Management, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

Segment Wealth Management, LLC

$1.51 Billion
Q2 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 57,210 shares of IBDX stock, worth $1.45 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

57,210

Previous 54,960 4.09%

Holding current value

$1.45 Million

Previous $1.37 Million 5.32%

% of portfolio

0.1%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$24.31 - $25.29 $54,697 - $56,902	2,250 Added 4.09%	57,210 $1.45 Million
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

155

Shares Held

35.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2032 TER

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Segment Wealth Management, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History