A detailed history of Seven Springs Wealth Group, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 606,625 shares of IBDS stock, worth $14.5 Million. This represents 5.53% of its overall portfolio holdings.

Number of Shares
606,625
Previous 580,560 4.49%
Holding current value
$14.5 Million
Previous $13.8 Million 7.31%
% of portfolio
5.53%
Previous 5.52%

Shares

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

Nov 14, 2024

BUY
$23.63 - $24.42 $615,915 - $636,507
26,065 Added 4.49%
606,625 $14.8 Million
Q2 2024

Jul 30, 2024

BUY
$23.48 - $23.77 $2.91 Million - $2.95 Million
123,970 Added 27.15%
580,560 $13.8 Million
Q1 2024

May 07, 2024

BUY
$23.67 - $24.03 $10.8 Million - $11 Million
456,590 New
456,590 $10.9 Million

Others Institutions Holding IBDS

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
Track This Portfolio

Track Seven Springs Wealth Group, LLC Portfolio

Follow Seven Springs Wealth Group, 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 Seven Springs Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Seven Springs Wealth Group, LLC with notifications on news.