Wells Financial Advisors Inc Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Wells Financial Advisors Inc holds 3,510 shares of IBDT stock, worth $87,293. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,510
Previous 5,560 36.87%
Holding current value
$87,293
Previous $137,000 35.04%
% of portfolio
0.12%
Previous 0.09%

Shares

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

Nov 13, 2024
SELL
$24.62 - $25.59 $50,471 - $52,459
-2,050 Reduced 36.87%
3,510 $89,000
Q4 2022

Feb 03, 2023
BUY
$23.29 - $24.79 $47,744 - $50,819
2,050 Added 58.4%
5,560 $135,000
Q4 2020

Feb 11, 2021
BUY
$28.93 - $29.6 $101,544 - $103,896
3,510 New
3,510 $104,000

Others Institutions Holding IBDT

# of Institutions
302
Shares Held
67.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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