Wells Financial Advisors Inc Ishares Tr Ibonds Dec 2026 Ter Transaction History

Wells Financial Advisors Inc

  • $71.1 Million
  • Q1 2025

A detailed history of Wells Financial Advisors Inc transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Wells Financial Advisors Inc holds 3,200 shares of IBDR stock, worth $76,000. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,200
Previous 6,990 54.22%
Holding current value
$76,000
Previous $166,000 54.22%
% of portfolio
0.11%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
N/A
-3,790 Reduced 54.22%
3,200 $76,000
Q3 2024

Nov 13, 2024
SELL
$23.75 - $23.75 $51,537 - $51,537
-2,170 Reduced 23.69%
6,990 $166,000
Q2 2023

Aug 07, 2023
SELL
$23.42 - $23.83 $18,736 - $19,064
-800 Reduced 8.03%
9,160 $214,000
Q4 2022

Feb 03, 2023
BUY
$22.9 - $23.61 $73,280 - $75,552
3,200 Added 47.34%
9,960 $232,000
Q4 2021

Feb 11, 2022
BUY
$25.98 - $26.52 $20,784 - $21,216
800 Added 13.42%
6,760 $176,000
Q4 2020

Feb 11, 2021
BUY
$26.72 - $27.1 $159,251 - $161,516
5,960 New
5,960 $162,000

Others Institutions Holding IBDR

# of Institutions
430
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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