A detailed history of All Square Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, All Square Wealth Management LLC holds 8,927 shares of IBTK stock, worth $171,398. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,927
Previous 6,977 27.95%
Holding current value
$171,398
Previous $134,000 32.84%
% of portfolio
0.1%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$19.11 - $20.18 $37,264 - $39,351
1,950 Added 27.95%
8,927 $178,000
Q1 2024

May 07, 2024

BUY
$19.22 - $19.78 $134,097 - $138,005
6,977 New
6,977 $135,000

Others Institutions Holding IBTK

About ISHARES TR IBONDS DEC 2030 TER


  • Ticker IBTK
  • Sector Technology
More about IBTK
Track This Portfolio

Track All Square Wealth Management LLC Portfolio

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

News

Stay updated on All Square Wealth Management LLC with notifications on news.