Wells Financial Advisors Inc Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Wells Financial Advisors Inc holds 4,000 shares of IBDU stock, worth $91,640. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,000
Previous 6,250 36.0%
Holding current value
$91,640
Previous $141,000 33.33%
% of portfolio
0.13%
Previous 0.1%

Shares

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

Nov 13, 2024
SELL
$22.51 - $23.57 $50,647 - $53,032
-2,250 Reduced 36.0%
4,000 $94,000
Q4 2023

Feb 12, 2024
BUY
$21.44 - $23.11 $48,240 - $51,997
2,250 Added 56.25%
6,250 $144,000
Q4 2022

Feb 03, 2023
BUY
$21.21 - $22.74 $84,840 - $90,960
4,000 New
4,000 $88,000

Others Institutions Holding IBDU

# of Institutions
233
Shares Held
59.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

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