Wells Financial Advisors Inc Ishares Ibonds Dec 2025 Term C Transaction History

Wells Financial Advisors Inc

  • $72.4 Million
  • Q4 2024

A detailed history of Wells Financial Advisors Inc transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Wells Financial Advisors Inc holds 8,240 shares of IBDQ stock, worth $207,236. This represents 0.28% of its overall portfolio holdings.

Number of Shares
8,240
Previous 6,800 21.18%
Holding current value
$207,236
Previous $170,000 21.18%
% of portfolio
0.28%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$25.0 - $25.11 $36,000 - $36,158
1,440 Added 21.18%
8,240 $206,000
Q3 2024

Nov 13, 2024
SELL
$24.78 - $25.11 $251,021 - $254,364
-10,130 Reduced 59.83%
6,800 $170,000
Q2 2023

Aug 07, 2023
SELL
$24.34 - $24.65 $43,325 - $43,877
-1,780 Reduced 9.51%
16,930 $412,000
Q4 2022

Feb 03, 2023
BUY
$23.87 - $24.49 $9,070 - $9,306
380 Added 2.07%
18,710 $455,000
Q1 2022

Apr 25, 2022
SELL
$25.16 - $26.41 $58,119 - $61,007
-2,310 Reduced 11.19%
18,330 $463,000
Q4 2020

Feb 11, 2021
BUY
$27.03 - $27.37 $557,899 - $564,916
20,640 New
20,640 $565,000

Others Institutions Holding IBDQ

# of Institutions
421
Shares Held
95.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

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