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

Wells Financial Advisors Inc

  • $73.1 Million
  • Q3 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 6,950 shares of IBDS stock, worth $167,078. This represents 0.23% of its overall portfolio holdings.

Number of Shares
6,950
Previous 9,100 23.63%
Holding current value
$167,078
Previous $215,000 21.4%
% of portfolio
0.23%
Previous 0.15%

Shares

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

Nov 13, 2024
SELL
$23.63 - $24.42 $50,804 - $52,503
-2,150 Reduced 23.63%
6,950 $169,000
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
341
Shares Held
83.3M
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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