5 T Wealth, LLC Ishares Tr Transaction History

5 T Wealth, LLC

$183 Billion
Q4 2024

A detailed history of 5 T Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, 5 T Wealth, LLC holds 8,398 shares of IMTB stock, worth $359,350. This represents 0.19% of its overall portfolio holdings.

Number of Shares

8,398

Holding current value

$359,350

% of portfolio

0.19%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$42.29 - $44.45 $355,151 - $373,291	8,398 New	8,398 $356 Million

Others Institutions Holding IMTB

# of Institutions

Shares Held

4.01M

Call Options Held

Put Options Held

Mariner, LLC Overland Park, KS

1.11M
Shares

$47.6 Million
0.09% of portfolio
Royal Bank Of Canada Toronto, A6

601K
Shares

$25.7 Million
0.01% of portfolio
Fin Trust Capital Advisors, LLC

505K
Shares

$21.6 Million
3.9% of portfolio
Destination Wealth Management

429K
Shares

$18.3 Million
0.6% of portfolio
Octavia Wealth Advisors, LLC

216K
Shares

$9.25 Million
1.12% of portfolio

View Full List

About ISHARES TR

Ticker IMTB
Sector ETFs
Industry ETFs

More about IMTB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 5 T Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 5 T Wealth, LLC with notifications on news.

Account