1858 Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

1858 Wealth Management, LLC

  • $122 Billion
  • Q3 2024

A detailed history of 1858 Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, 1858 Wealth Management, LLC holds 128,896 shares of IBTJ stock, worth $2.76 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares
128,896
Previous 127,363 1.2%
Holding current value
$2.76 Million
Previous $2.72 Billion 4.68%
% of portfolio
2.34%
Previous 2.26%

Shares

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

Oct 21, 2024
BUY
$21.22 - $22.22 $32,530 - $34,063
1,533 Added 1.2%
128,896 $2.85 Billion
Q2 2024

Jul 18, 2024
SELL
$21.0 - $21.44 $22,512 - $22,983
-1,072 Reduced 0.83%
127,363 $2.72 Billion
Q4 2023

Feb 13, 2024
BUY
$20.61 - $21.84 $2.65 Million - $2.81 Million
128,435 New
128,435 $2.8 Billion

Others Institutions Holding IBTJ

# of Institutions
129
Shares Held
13.1M
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
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