Wj Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Wj Wealth Management, LLC

  • $267 Million
  • Q3 2024

A detailed history of Wj Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Wj Wealth Management, LLC holds 506,365 shares of IBDS stock, worth $12.2 Million. This represents 4.61% of its overall portfolio holdings.

Number of Shares
506,365
Previous 357,448 41.66%
Holding current value
$12.2 Million
Previous $8.48 Million 45.48%
% of portfolio
4.61%
Previous 3.16%

Shares

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

Oct 31, 2024
BUY
$23.63 - $24.42 $3.52 Million - $3.64 Million
148,917 Added 41.66%
506,365 $12.3 Million
Q2 2024

Aug 09, 2024
SELL
$23.48 - $23.77 $356,285 - $360,685
-15,174 Reduced 4.07%
357,448 $8.48 Million
Q1 2024

Apr 17, 2024
BUY
$23.67 - $24.03 $5.77 Million - $5.86 Million
243,659 Added 188.94%
372,622 $8.87 Million
Q4 2023

Jan 12, 2024
BUY
$22.84 - $23.94 $2.95 Million - $3.09 Million
128,963 New
128,963 $3.09 Million

Others Institutions Holding IBDS

# of Institutions
340
Shares Held
82.9M
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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