Altus Wealth Group LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Altus Wealth Group LLC

  • $197 Million
  • Q1 2024

A detailed history of Altus Wealth Group LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Altus Wealth Group LLC holds 60,927 shares of IBTH stock, worth $1.35 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
60,927
Previous 64,414 5.41%
Holding current value
$1.35 Million
Previous $1.44 Million 6.38%
% of portfolio
0.68%
Previous 0.8%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$22.05 - $22.46 $76,888 - $78,318
-3,487 Reduced 5.41%
60,927 $1.35 Million
Q4 2023

Jan 29, 2024
BUY
$21.61 - $22.41 $96,423 - $99,993
4,462 Added 7.44%
64,414 $1.44 Million
Q3 2023

Nov 13, 2023
BUY
$21.77 - $22.29 $43,496 - $44,535
1,998 Added 3.45%
59,952 $1.31 Million
Q2 2023

Aug 03, 2023
BUY
$22.15 - $22.9 $56,172 - $58,074
2,536 Added 4.58%
57,954 $1.28 Million
Q1 2023

May 01, 2023
BUY
$21.92 - $22.83 $1.21 Million - $1.27 Million
55,418 New
55,418 $1.26 Million

Others Institutions Holding IBTH

# of Institutions
160
Shares Held
25.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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  • Ticker IBTH
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