Whalen Wealth Management Inc. Ishares Tr Ibonds Dec 2029 Tre Transaction History

Whalen Wealth Management Inc.

  • $144 Billion
  • Q4 2024

A detailed history of Whalen Wealth Management Inc. transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 180,602 shares of IBTJ stock, worth $3.85 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares
180,602
Previous 179,613 0.55%
Holding current value
$3.85 Million
Previous $3.97 Billion 2.99%
% of portfolio
2.67%
Previous 2.81%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$21.25 - $22.07 $21,016 - $21,827
989 Added 0.55%
180,602 $3.85 Billion
Q3 2024

Nov 07, 2024
SELL
$21.22 - $22.22 $145,781 - $152,651
-6,870 Reduced 3.68%
179,613 $3.97 Billion
Q2 2024

Aug 01, 2024
BUY
$21.0 - $21.44 $3.92 Million - $4 Million
186,483 New
186,483 $3.99 Billion

Others Institutions Holding IBTJ

# of Institutions
131
Shares Held
13.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

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