Wells Financial Advisors Inc Ishares Tr Ibonds Dec 2027 Ter Transaction History

Wells Financial Advisors Inc

  • $143 Million
  • Q1 2024

A detailed history of Wells Financial Advisors Inc transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Wells Financial Advisors Inc holds 9,100 shares of IBDS stock, worth $215,306. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,100
Previous 9,100 -0.0%
Holding current value
$215,306
Previous $217,000 0.46%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Feb 12, 2024
BUY
$22.84 - $23.94 $76,514 - $80,199
3,350 Added 58.26%
9,100 $217,000
Q4 2021

Feb 11, 2022
BUY
$26.38 - $27.03 $52,760 - $54,060
2,000 Added 53.33%
5,750 $153,000
Q4 2020

Feb 11, 2021
BUY
$27.04 - $27.57 $101,400 - $103,387
3,750 New
3,750 $103,000

Others Institutions Holding IBDS

# of Institutions
320
Shares Held
75.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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