A detailed history of Strategic Wealth Partners Group LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Strategic Wealth Partners Group LLC holds 15,040 shares of IBDP stock, worth $378,857. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,040
Previous 15,224 1.21%
Holding current value
$378,857
Previous $379,000 0.79%
% of portfolio
0.04%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

SELL
$24.89 - $25.05 $4,579 - $4,609
-184 Reduced 1.21%
15,040 $376,000
Q3 2023

Nov 14, 2023

SELL
$24.53 - $24.74 $32,502 - $32,780
-1,325 Reduced 8.01%
15,224 $376,000
Q2 2023

Aug 10, 2023

BUY
$24.51 - $24.65 $24,902 - $25,044
1,016 Added 6.54%
16,549 $407,000
Q1 2023

May 11, 2023

BUY
$24.39 - $24.64 $53,682 - $54,232
2,201 Added 16.51%
15,533 $383,000
Q3 2021

Nov 12, 2021

BUY
$26.27 - $26.39 $22,198 - $22,299
845 Added 6.77%
13,332 $350,000
Q4 2020

Feb 11, 2021

SELL
$26.33 - $26.6 $41,127 - $41,549
-1,562 Reduced 11.12%
12,487 $332,000
Q3 2020

Nov 13, 2020

BUY
$26.33 - $26.57 $132,123 - $133,328
5,018 Added 55.56%
14,049 $372,000
Q1 2020

May 14, 2020

BUY
$21.83 - $26.32 $197,146 - $237,695
9,031 New
9,031 $0

Others Institutions Holding IBDP

About ISHARES IBONDS DEC 2024 TERM C


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

Track Strategic Wealth Partners Group LLC Portfolio

Follow Strategic Wealth Partners 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 Strategic Wealth Partners Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners Group LLC with notifications on news.