A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Ae Wealth Management LLC holds 170,732 shares of IBTE stock, worth $4.08 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
170,732
Previous 388,319 56.03%
Holding current value
$4.08 Million
Previous $9.27 Million 55.89%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$23.85 - $23.95 $5.19 Million - $5.21 Million
-217,587 Reduced 56.03%
170,732 $4.09 Million
Q4 2023

Feb 14, 2024

BUY
$23.75 - $23.91 $1.62 Million - $1.63 Million
68,156 Added 21.29%
388,319 $9.27 Million
Q3 2023

Oct 11, 2023

BUY
$23.72 - $23.85 $1.89 Million - $1.9 Million
79,583 Added 33.08%
320,163 $7.63 Million
Q2 2023

Jul 10, 2023

SELL
$23.77 - $24.01 $1.65 Million - $1.67 Million
-69,371 Reduced 22.38%
240,580 $5.73 Million
Q1 2023

Apr 14, 2023

BUY
$23.67 - $24.08 $6.52 Million - $6.63 Million
275,412 Added 797.39%
309,951 $7.44 Million
Q4 2022

Jan 31, 2023

BUY
$23.73 - $23.95 $819,610 - $827,209
34,539 New
34,539 $823,000

Others Institutions Holding IBTE

About ISHARES TR IBONDS DEC 2024 TER


  • Ticker IBTE
  • Sector ETFs
  • Industry ETFs
More about IBTE
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