Wealth Enhancement Advisory Services, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 42,653 shares of IBDS stock, worth $1.02 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
42,653
Previous 40,929 4.21%
Holding current value
$1.02 Million
Previous $971,000 7.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024
BUY
$23.63 - $24.42 $40,738 - $42,100
1,724 Added 4.21%
42,653 $1.04 Million
Q2 2024

Jul 16, 2024
BUY
$23.48 - $23.77 $40,925 - $41,431
1,743 Added 4.45%
40,929 $971,000
Q1 2024

Apr 15, 2024
SELL
$23.67 - $24.03 $207,443 - $210,598
-8,764 Reduced 18.28%
39,186 $932,000
Q4 2023

Jan 30, 2024
BUY
$22.84 - $23.94 $576,892 - $604,676
25,258 Added 111.31%
47,950 $1.15 Million
Q3 2023

Nov 13, 2023
BUY
$23.07 - $23.6 $523,504 - $535,531
22,692 New
22,692 $525,000

Others Institutions Holding IBDS

# of Institutions
341
Shares Held
83.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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