Beverly Hills Private Wealth, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q3 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 38,028 shares of IBTH stock, worth $847,644. This represents 0.17% of its overall portfolio holdings.

Number of Shares
38,028
Previous 62,274 38.93%
Holding current value
$847,644
Previous $1.37 Billion 37.39%
% of portfolio
0.17%
Previous 0.3%

Shares

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

Nov 12, 2024
SELL
$21.96 - $22.69 $532,442 - $550,141
-24,246 Reduced 38.93%
38,028 $861 Million
Q2 2024

Aug 07, 2024
SELL
$21.83 - $22.09 $268,399 - $271,596
-12,295 Reduced 16.49%
62,274 $1.37 Billion
Q1 2024

May 08, 2024
BUY
$22.05 - $22.46 $963,607 - $981,524
43,701 Added 141.57%
74,569 $1.65 Billion
Q4 2023

Jan 29, 2024
BUY
$21.61 - $22.41 $667,057 - $691,751
30,868 New
30,868 $691 Million

Others Institutions Holding IBTH

# of Institutions
198
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
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