Wells Financial Advisors Inc Ishares Ibonds Dec 2024 Term C Transaction History

Wells Financial Advisors Inc

  • $143 Million
  • Q1 2024

A detailed history of Wells Financial Advisors Inc transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Wells Financial Advisors Inc holds 18,615 shares of IBDP stock, worth $466,305. This represents 0.33% of its overall portfolio holdings.

Number of Shares
18,615
Previous 18,615 -0.0%
Holding current value
$466,305
Previous $463,000 0.65%
% of portfolio
0.33%
Previous 0.34%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 12, 2024
SELL
$24.66 - $24.91 $30,331 - $30,639
-1,230 Reduced 6.2%
18,615 $463,000
Q2 2023

Aug 07, 2023
SELL
$24.51 - $24.65 $42,157 - $42,398
-1,720 Reduced 7.98%
19,845 $488,000
Q4 2022

Feb 03, 2023
SELL
$24.21 - $24.5 $25,420 - $25,725
-1,050 Reduced 4.64%
21,565 $526,000
Q3 2022

Nov 09, 2022
SELL
N/A
-8,550 Reduced 27.43%
22,615 $551,000
Q1 2022

Apr 25, 2022
SELL
N/A
-3,800 Reduced 10.87%
31,165 $782,000
Q4 2021

Feb 11, 2022
SELL
N/A
-2,090 Reduced 5.64%
34,965 $907,000
Q4 2020

Feb 11, 2021
BUY
N/A
37,055 New
37,055 $985,000

Others Institutions Holding IBDP

# of Institutions
383
Shares Held
78.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2024 TERM C

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