A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 88,260 shares of IBTI stock, worth $1.94 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
88,260
Previous 31,867 176.96%
Holding current value
$1.94 Million
Previous $717 Million 169.56%
% of portfolio
0.17%
Previous 0.07%

Shares

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

Jan 27, 2025

BUY
$21.81 - $22.48 $1.23 Million - $1.27 Million
56,393 Added 176.96%
88,260 $1.93 Billion
Q3 2024

Oct 21, 2024

BUY
$21.7 - $22.6 $84,326 - $87,823
3,886 Added 13.89%
31,867 $717 Million
Q2 2024

Jul 17, 2024

BUY
$21.51 - $21.88 $5,549 - $5,645
258 Added 0.93%
27,981 $611 Million
Q1 2024

May 09, 2024

BUY
$21.79 - $22.29 $52,818 - $54,030
2,424 Added 9.58%
27,723 $608 Million
Q4 2023

Mar 14, 2024

BUY
$21.24 - $22.25 $537,350 - $562,902
25,299 New
25,299 $562 Million

Others Institutions Holding IBTI

About ISHARES TR IBONDS DEC 2028 TER


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

Track Leo Wealth, LLC Portfolio

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

News

Stay updated on Leo Wealth, LLC with notifications on news.