Wealthpoint, LLC Ishares Ibonds Dec 2023 Term C Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 24, 2023	BUY	$24.91 - $25.06 $448 - $451	18 Added 0.1%	17,177 $0
Q3 2022 Oct 18, 2022	BUY	$24.97 - $25.14 $274 - $276	11 Added 0.06%	17,159 $428,000
Q2 2022 Jul 18, 2022	BUY	$25.0 - $25.26 $225 - $227	9 Added 0.05%	17,148 $430,000
Q1 2022 Apr 27, 2022	BUY	$25.22 - $25.66 $151 - $153	6 Added 0.04%	17,139 $433,000
Q4 2021 Feb 11, 2022	BUY	$25.66 - $25.97 $487 - $493	19 Added 0.11%	17,133 $440,000
Q3 2021 Nov 01, 2021	BUY	$25.98 - $26.06 $259 - $260	10 Added 0.06%	17,114 $445,000
Q2 2021 Jul 26, 2021	BUY	$26.04 - $26.14 $286 - $287	11 Added 0.06%	17,104 $446,000
Q1 2021 Apr 27, 2021	BUY	$26.08 - $26.26 $208 - $210	8 Added 0.05%	17,093 $447,000
Q4 2020 Feb 08, 2021	BUY	$26.17 - $26.29 $15,649 - $15,721	598 Added 3.63%	17,085 $449,000
Q3 2020 Nov 09, 2020	BUY	$26.12 - $26.31 $365 - $368	14 Added 0.08%	16,487 $432,000
Q2 2020 Aug 06, 2020	BUY	$24.71 - $26.23 $395 - $419	16 Added 0.1%	16,473 $432,000
Q1 2020 Apr 16, 2020	BUY	$22.28 - $26.08 $245 - $286	11 Added 0.07%	16,457 $411,000
Q4 2019 Jan 31, 2020	BUY	$25.45 - $25.68 $407 - $410	16 Added 0.1%	16,446 $420,000
Q3 2019 Nov 14, 2019	BUY	$25.27 - $25.69 $303 - $308	12 Added 0.07%	16,430 $421,000
Q2 2019 Aug 08, 2019	BUY	$24.83 - $25.43 $407,658 - $417,509	16,418 New	16,418 $417,000

Others Institutions Holding IBDO

# of Institutions

15

Shares Held

760K

Call Options Held

0

Put Options Held

0

About ISHARES IBONDS DEC 2023 TERM C

Ticker IBDO
Sector ETFs
Industry ETFs

More about IBDO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthpoint, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthpoint, LLC with notifications on news.