Altium Wealth Management LLC Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, Altium Wealth Management LLC holds 13,266 shares of IBMN stock, worth $351,283. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,266
Previous 23,966 44.65%
Holding current value
$351,283
Previous $639,000 44.76%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jul 22, 2022
SELL
$26.16 - $26.71 $279,912 - $285,797
-10,700 Reduced 44.65%
13,266 $353,000
Q1 2022

May 16, 2022
BUY
$26.58 - $27.86 $37,105 - $38,892
1,396 Added 6.19%
23,966 $639,000
Q3 2021

Nov 15, 2021
BUY
$27.95 - $28.15 $8,385 - $8,445
300 Added 1.35%
22,570 $631,000
Q2 2021

Aug 13, 2021
SELL
$27.92 - $28.12 $19,934 - $20,077
-714 Reduced 3.11%
22,270 $624,000
Q1 2021

May 06, 2021
SELL
$27.83 - $28.23 $57,635 - $58,464
-2,071 Reduced 8.27%
22,984 $642,000
Q4 2020

Feb 04, 2021
SELL
$27.99 - $28.2 $95,333 - $96,049
-3,406 Reduced 11.97%
25,055 $706,000
Q3 2020

Oct 26, 2020
BUY
$27.86 - $28.21 $3,315 - $3,356
119 Added 0.42%
28,461 $800,000
Q2 2020

Jul 31, 2020
SELL
$26.53 - $27.98 $17,589 - $18,550
-663 Reduced 2.29%
28,342 $790,000
Q4 2019

Jan 17, 2020
SELL
$27.01 - $27.26 $110,497 - $111,520
-4,091 Reduced 12.36%
29,005 $788,000
Q3 2019

Nov 12, 2019
BUY
$26.86 - $27.5 $148,320 - $151,855
5,522 Added 20.03%
33,096 $896,000
Q2 2019

Jul 18, 2019
BUY
$26.38 - $26.91 $727,402 - $742,016
27,574 New
27,574 $742,000

Others Institutions Holding IBMN

# of Institutions
159
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

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  • Ticker IBMN
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