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

All Square Wealth Management LLC

  • $172 Million
  • Q4 2024

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 30,651 shares of IBTH stock, worth $686,275. This represents 0.4% of its overall portfolio holdings.

Number of Shares
30,651
Previous 27,878 9.95%
Holding current value
$686,275
Previous $631,000 7.77%
% of portfolio
0.4%
Previous 0.36%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
234
Shares Held
45.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBTH Quotes by TradingView
  • Ticker IBTH
  • Sector ETFs
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More about IBTH
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