A detailed history of Wealth Trust Axiom LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 61,300 shares of IBDS stock, worth $1.48 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
61,300
Previous 59,300 3.37%
Holding current value
$1.48 Million
Previous $1.41 Million 6.11%
% of portfolio
0.45%
Previous 0.48%

Shares

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

Nov 13, 2024

BUY
$23.63 - $24.42 $47,260 - $48,840
2,000 Added 3.37%
61,300 $1.49 Million
Q2 2024

Aug 13, 2024

SELL
$23.48 - $23.77 $16,436 - $16,639
-700 Reduced 1.17%
59,300 $1.41 Million
Q1 2024

May 10, 2024

BUY
$23.67 - $24.03 $1.42 Million - $1.44 Million
60,000 New
60,000 $1.43 Million

Others Institutions Holding IBDS

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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