Altium Wealth Management LLC Ishares Tr Ibonds Dec 2023 Ter Transaction History

Altium Wealth Management LLC

  • $1.39 Billion
  • Q2 2022

A detailed history of Altium Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2023 Ter stock. As of the latest transaction made, Altium Wealth Management LLC holds 16,690 shares of IBML stock, worth $0. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,690
Previous 22,370 25.39%
Holding current value
$0
Previous $570,000 25.26%
% of portfolio
0.03%
Previous 0.04%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022
SELL
$25.31 - $25.54 $143,760 - $145,067
-5,680 Reduced 25.39%
16,690 $426,000
Q1 2022

May 16, 2022
BUY
$25.45 - $25.93 $10,154 - $10,346
399 Added 1.82%
22,370 $570,000
Q4 2021

Jan 31, 2022
BUY
$25.91 - $26.02 $42,051 - $42,230
1,623 Added 7.98%
21,971 $569,000
Q3 2021

Nov 15, 2021
BUY
$26.0 - $26.14 $33,592 - $33,772
1,292 Added 6.78%
20,348 $529,000
Q2 2021

Aug 13, 2021
SELL
$26.07 - $26.2 $71,379 - $71,735
-2,738 Reduced 12.56%
19,056 $498,000
Q1 2021

May 06, 2021
SELL
$26.1 - $26.25 $173,721 - $174,720
-6,656 Reduced 23.4%
21,794 $570,000
Q4 2020

Feb 04, 2021
SELL
$26.15 - $26.26 $72,095 - $72,398
-2,757 Reduced 8.83%
28,450 $745,000
Q3 2020

Oct 26, 2020
BUY
$26.17 - $26.37 $2,302 - $2,320
88 Added 0.28%
31,207 $820,000
Q2 2020

Jul 31, 2020
SELL
$25.25 - $26.25 $17,069 - $17,745
-676 Reduced 2.13%
31,119 $816,000
Q1 2020

Apr 23, 2020
BUY
$24.02 - $26.26 $11,457 - $12,526
477 Added 1.52%
31,795 $816,000
Q4 2019

Jan 17, 2020
SELL
$25.73 - $25.86 $76,804 - $77,192
-2,985 Reduced 8.7%
31,318 $809,000
Q1 2019

Apr 26, 2019
BUY
$25.08 - $25.5 $342,091 - $347,820
13,640 Added 66.01%
34,303 $874,000
Q4 2018

Jan 18, 2019
SELL
$24.6 - $25.11 $89,371 - $91,224
-3,633 Reduced 14.95%
20,663 $519,000
Q3 2018

Nov 13, 2018
BUY
$24.79 - $25.11 $211,830 - $214,564
8,545 Added 54.25%
24,296 $604,000
Q2 2018

Aug 14, 2018
SELL
$24.64 - $25.02 $56,006 - $56,870
-2,273 Reduced 12.61%
15,751 $393,000
Q1 2018

Jun 06, 2018
BUY
$24.81 - $25.27 $139,432 - $142,017
5,620 Added 45.31%
18,024 $448,000
Q4 2017

Jun 01, 2018
BUY
$25.08 - $25.58 $311,092 - $317,294
12,404
12,404 $313,000

Others Institutions Holding IBML

# of Institutions
11
Shares Held
457K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2023 TER

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