All Square Wealth Management LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

All Square Wealth Management LLC

$166 Million
Q1 2025

A detailed history of All Square Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, All Square Wealth Management LLC holds 31,726 shares of IBTH stock, worth $711,614. This represents 0.43% of its overall portfolio holdings.

Number of Shares

31,726

Previous 30,651 3.51%

Holding current value

$711,614

Previous $680,000 4.56%

% of portfolio

0.43%

Previous 0.4%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$22.11 - $22.43 $23,768 - $24,112	1,075 Added 3.51%	31,726 $711,000
Q4 2024 Feb 11, 2025	BUY	$22.1 - $22.59 $61,283 - $62,642	2,773 Added 9.95%	30,651 $680,000
Q3 2024 Nov 13, 2024	BUY	$21.96 - $22.69 $2,964 - $3,063	135 Added 0.49%	27,878 $631,000
Q1 2024 May 07, 2024	BUY	$22.05 - $22.46 $119,907 - $122,137	5,438 Added 24.38%	27,743 $614,000
Q4 2023 Feb 14, 2024	BUY	$21.61 - $22.41 $35,872 - $37,200	1,660 Added 8.04%	22,305 $499,000
Q3 2023 Nov 27, 2023	BUY	$21.77 - $22.29 $437,468 - $447,917	20,095 Added 3653.64%	20,645 $451,000
Q4 2022 Feb 14, 2023	BUY	$21.81 - $22.62 $11,995 - $12,441	550 New	550 $12,000

Others Institutions Holding IBTH

# of Institutions

265

Shares Held

53.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
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All Square Wealth Management LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History