Virginia Wealth Management Group, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History

Virginia Wealth Management Group, Inc.

$157 Million
Q1 2025

A detailed history of Virginia Wealth Management Group, Inc. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Virginia Wealth Management Group, Inc. holds 174,705 shares of IBDT stock, worth $4.43 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares

174,705

Previous 154,505 13.07%

Holding current value

$4.43 Million

Previous $3.85 Million 14.71%

% of portfolio

2.81%

Previous 2.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$24.79 - $25.26 $500,758 - $510,252	20,200 Added 13.07%	174,705 $4.41 Million
Q4 2024 Jan 27, 2025	BUY	$24.82 - $25.48 $481,135 - $493,929	19,385 Added 14.35%	154,505 $3.85 Million
Q3 2024 Oct 09, 2024	BUY	$24.62 - $25.59 $203,730 - $211,757	8,275 Added 6.52%	135,120 $3.45 Million
Q2 2024 Jul 16, 2024	SELL	$24.4 - $24.86 $6,710 - $6,836	-275 Reduced 0.22%	126,845 $3.14 Million
Q1 2024 Apr 25, 2024	SELL	$24.69 - $25.14 $93,451 - $95,154	-3,785 Reduced 2.89%	127,120 $3.17 Million
Q4 2023 Feb 08, 2024	BUY	$23.63 - $25.1 $3.09 Million - $3.29 Million	130,905 New	130,905 $3.28 Million

Others Institutions Holding IBDT

# of Institutions

354

Shares Held

84.7M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
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Virginia Wealth Management Group, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History