1858 Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

1858 Wealth Management, LLC

  • $122 Billion
  • Q3 2024

A detailed history of 1858 Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, 1858 Wealth Management, LLC holds 125,979 shares of IBTH stock, worth $2.79 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
125,979
Previous 124,249 1.39%
Holding current value
$2.79 Million
Previous $2.74 Billion 3.96%
% of portfolio
2.35%
Previous 2.28%

Shares

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

Oct 21, 2024
BUY
$21.96 - $22.69 $37,990 - $39,253
1,730 Added 1.39%
125,979 $2.85 Billion
Q2 2024

Jul 18, 2024
SELL
$21.83 - $22.09 $26,283 - $26,596
-1,204 Reduced 0.96%
124,249 $2.74 Billion
Q4 2023

Feb 13, 2024
BUY
$21.61 - $22.41 $2.71 Million - $2.81 Million
125,453 New
125,453 $2.81 Billion

Others Institutions Holding IBTH

# of Institutions
199
Shares Held
32.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBTH Quotes by TradingView
  • Ticker IBTH
  • Sector ETFs
  • Industry ETFs
More about IBTH
Track This Portfolio

Track 1858 Wealth Management, LLC Portfolio

Follow 1858 Wealth Management, 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 1858 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 1858 Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email