A detailed history of Altium Wealth Management LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Altium Wealth Management LLC holds 9,137 shares of IBMO stock, worth $231,257. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,137
Holding current value
$231,257
% of portfolio
0.02%

Shares

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

Jul 22, 2022

BUY
$24.88 - $25.49 $227,328 - $232,902
9,137 New
9,137 $232,000
Q1 2022

May 16, 2022

SELL
$25.42 - $26.86 $543,149 - $573,917
-21,367 Closed
0 $0
Q4 2021

Jan 31, 2022

BUY
$26.8 - $26.92 $5,869 - $5,895
219 Added 1.04%
21,367 $574,000
Q3 2021

Nov 15, 2021

BUY
$26.88 - $27.14 $10,778 - $10,883
401 Added 1.93%
21,148 $569,000
Q2 2021

Aug 13, 2021

BUY
$26.77 - $27.05 $110,747 - $111,905
4,137 Added 24.91%
20,747 $560,000
Q3 2020

Oct 26, 2020

BUY
$26.61 - $27.05 $441,992 - $449,300
16,610 New
16,610 $447,000

Others Institutions Holding IBMO

About ISHARES TR IBONDS DECEMBER 202


  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
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