Altium Wealth Management LLC Ishares Tr Ibonds Dec 2024 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 2024 Ter stock. As of the latest transaction made, Altium Wealth Management LLC holds 17,233 shares of IBMM stock, worth $448,919. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,233
Previous 21,612 20.26%
Holding current value
$448,919
Previous $562,000 20.28%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jul 22, 2022
SELL
$25.67 - $26.04 $112,408 - $114,029
-4,379 Reduced 20.26%
17,233 $448,000
Q1 2022

May 16, 2022
BUY
$25.96 - $26.83 $50,050 - $51,728
1,928 Added 9.79%
21,612 $562,000
Q3 2021

Nov 15, 2021
BUY
$26.94 - $27.08 $31,762 - $31,927
1,179 Added 6.37%
19,684 $530,000
Q2 2021

Aug 13, 2021
SELL
$26.95 - $27.11 $15,118 - $15,208
-561 Reduced 2.94%
18,505 $499,000
Q1 2021

May 06, 2021
SELL
$26.92 - $27.14 $48,482 - $48,879
-1,801 Reduced 8.63%
19,066 $515,000
Q4 2020

Feb 04, 2021
SELL
$26.98 - $27.12 $107,839 - $108,398
-3,997 Reduced 16.08%
20,867 $565,000
Q3 2020

Oct 26, 2020
BUY
$26.96 - $27.23 $3,504 - $3,539
130 Added 0.53%
24,864 $674,000
Q2 2020

Jul 31, 2020
SELL
$25.75 - $27.02 $16,583 - $17,400
-644 Reduced 2.54%
24,734 $667,000
Q1 2020

Apr 23, 2020
BUY
$23.94 - $27.03 $31,672 - $35,760
1,323 Added 5.5%
25,378 $664,000
Q4 2019

Jan 17, 2020
SELL
$26.31 - $26.48 $16,522 - $16,629
-628 Reduced 2.54%
24,055 $636,000
Q3 2019

Nov 12, 2019
BUY
$26.18 - $26.67 $148,335 - $151,112
5,666 Added 29.79%
24,683 $650,000
Q2 2019

Jul 18, 2019
BUY
$25.83 - $26.27 $66,951 - $68,091
2,592 Added 15.78%
19,017 $499,000
Q1 2019

Apr 26, 2019
BUY
$25.45 - $25.96 $418,016 - $426,393
16,425 New
16,425 $426,000

Others Institutions Holding IBMM

# of Institutions
173
Shares Held
14.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

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