Ae Wealth Management LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Ae Wealth Management LLC holds 7,151 shares of IBTF stock, worth $166,761. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,151
Previous 9,210 22.36%
Holding current value
$166,761
Previous $215,000 22.79%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 13, 2025
SELL
$23.25 - $23.37 $47,871 - $48,118
-2,059 Reduced 22.36%
7,151 $166,000
Q3 2024

Nov 14, 2024
SELL
$23.13 - $23.43 $79,289 - $80,318
-3,428 Reduced 27.12%
9,210 $215,000
Q2 2024

Aug 12, 2024
BUY
$23.1 - $23.22 $291,937 - $293,454
12,638 New
12,638 $293,000
Q4 2023

Feb 14, 2024
BUY
$22.97 - $23.28 $1.58 Million - $1.6 Million
68,829 Added 260.2%
95,281 $2.22 Million
Q3 2023

Oct 11, 2023
BUY
$23.01 - $23.2 $361,418 - $364,402
15,707 Added 146.18%
26,452 $610,000
Q2 2023

Jul 10, 2023
SELL
$23.13 - $23.6 $3,168 - $3,233
-137 Reduced 1.26%
10,745 $248,000
Q1 2023

Apr 14, 2023
BUY
$22.99 - $23.65 $250,177 - $257,359
10,882 New
10,882 $256,000

Others Institutions Holding IBTF

# of Institutions
312
Shares Held
86.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

IBTF Quotes by TradingView
  • Ticker IBTF
  • Sector ETFs
  • Industry ETFs
More about IBTF
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

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

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email