Waterford Advisors, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Waterford Advisors, LLC

  • $239 Million
  • Q2 2024

A detailed history of Waterford Advisors, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Waterford Advisors, LLC holds 17,584 shares of IBMM stock, worth $457,711. This represents 0.19% of its overall portfolio holdings.

Number of Shares
17,584
Previous 17,779 1.1%
Holding current value
$457,711
Previous $461,000 0.65%
% of portfolio
0.19%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$25.91 - $26.05 $5,052 - $5,079
-195 Reduced 1.1%
17,584 $458,000
Q4 2023

Feb 13, 2024
BUY
$25.65 - $25.93 $456,031 - $461,009
17,779 New
17,779 $461,000
Q4 2022

Feb 14, 2023
BUY
$25.46 - $25.87 $461,258 - $468,686
18,117 New
18,117 $467,000

Others Institutions Holding IBMM

# of Institutions
174
Shares Held
13.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

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