A detailed history of Spectrum Wealth Counsel, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Spectrum Wealth Counsel, LLC holds 25,438 shares of IBDW stock, worth $542,846. This represents 0.06% of its overall portfolio holdings.

Number of Shares
25,438
Previous 27,270 6.72%
Holding current value
$542,846
Previous $555 Million 4.88%
% of portfolio
0.06%
Previous 0.07%

Shares

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

May 07, 2025

SELL
$20.1 - $20.8 $36,823 - $38,105
-1,832 Reduced 6.72%
25,438 $528 Million
Q4 2024

Feb 05, 2025

BUY
$20.28 - $21.2 $1,338 - $1,399
66 Added 0.24%
27,270 $555 Million
Q2 2024

Aug 08, 2024

BUY
$19.84 - $20.44 $80,074 - $82,495
4,036 Added 17.42%
27,204 $552 Million
Q4 2023

Feb 14, 2024

BUY
$18.79 - $20.85 $435,326 - $483,052
23,168 New
23,168 $481 Million

Others Institutions Holding IBDW

About ISHARES TR IBONDS DEC 2031 TER


  • Ticker IBDW
More about IBDW
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