Wealth Bridge Capital Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Wealth Bridge Capital Management, LLC

  • $342 Million
  • Q3 2024

A detailed history of Wealth Bridge Capital Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 14,775 shares of IBMN stock, worth $393,162. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,775
Previous 11,113 32.95%
Holding current value
$393,162
Previous $294,000 33.67%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 07, 2024
BUY
$26.42 - $26.67 $96,750 - $97,665
3,662 Added 32.95%
14,775 $393,000
Q2 2024

Aug 02, 2024
SELL
$26.34 - $26.49 $21,835 - $21,960
-829 Reduced 6.94%
11,113 $294,000
Q1 2024

Apr 30, 2024
SELL
$26.4 - $26.55 $2,983 - $3,000
-113 Reduced 0.94%
11,942 $315,000
Q4 2023

Feb 12, 2024
SELL
$26.02 - $26.55 $21,050 - $21,478
-809 Reduced 6.29%
12,055 $320,000
Q3 2023

Nov 08, 2023
SELL
$26.08 - $26.38 $11,475 - $11,607
-440 Reduced 3.31%
12,864 $335,000
Q2 2023

Aug 01, 2023
SELL
$26.14 - $26.64 $17,252 - $17,582
-660 Reduced 4.73%
13,304 $350,000
Q1 2023

May 10, 2023
BUY
$26.16 - $26.7 $46,590 - $47,552
1,781 Added 14.62%
13,964 $371,000
Q4 2022

Jan 31, 2023
BUY
$25.83 - $26.5 $314,686 - $322,849
12,183 New
12,183 $321,000
Q1 2021

May 17, 2021
SELL
$27.83 - $28.23 $197,982 - $200,828
-7,114 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$27.99 - $28.2 $199,120 - $200,614
7,114 New
7,114 $200,000
Q2 2019

Aug 13, 2019
SELL
$26.38 - $26.91 $123,986 - $126,477
-4,700 Closed
0 $0
Q1 2019

May 15, 2019
BUY
$25.85 - $26.54 $121,495 - $124,738
4,700 New
4,700 $125,000

Others Institutions Holding IBMN

# of Institutions
166
Shares Held
17.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

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  • Ticker IBMN
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