A detailed history of Wick Capital Partners, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Wick Capital Partners, LLC holds 11,695 shares of IBDS stock, worth $279,861. This represents 0.1% of its overall portfolio holdings.

Number of Shares
11,695
Previous 11,695 -0.0%
Holding current value
$279,861
Previous $277,000 2.89%
% of portfolio
0.1%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$23.48 - $23.77 $17,915 - $18,136
763 Added 6.98%
11,695 $277,000
Q3 2023

Nov 14, 2023

BUY
$23.07 - $23.6 $252,201 - $257,995
10,932 New
10,932 $252,000
Q1 2023

May 15, 2023

SELL
$23.15 - $24.01 $76,788 - $79,641
-3,317 Reduced 20.05%
13,229 $315,000
Q4 2022

Feb 14, 2023

BUY
$22.55 - $23.67 $373,112 - $391,643
16,546 New
16,546 $387,000

Others Institutions Holding IBDS

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
Track This Portfolio

Track Wick Capital Partners, LLC Portfolio

Follow Wick Capital Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wick Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wick Capital Partners, LLC with notifications on news.