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

Altus Wealth Group LLC

$209 Million
Q1 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	SELL	$22.1 - $22.59 $24,685 - $25,233	-1,117 Reduced 3.34%	32,317 $717,000
Q3 2024 Oct 22, 2024	SELL	$21.96 - $22.69 $259,545 - $268,173	-11,819 Reduced 26.12%	33,434 $756,000
Q2 2024 Aug 05, 2024	SELL	$21.83 - $22.09 $342,163 - $346,238	-15,674 Reduced 25.73%	45,253 $999,000
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

240

Shares Held

46.9M

Call Options Held

0

Put Options Held

0

Hm Payson & CO Portland, ME

5.46M
Shares

$123 Million
2.19% of portfolio
Morgan Stanley New York, NY

3.46M
Shares

$78 Million
0.01% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

2.95M
Shares

$66.5 Million
2.7% of portfolio
Bank Of America Corp Charlotte, NC

2.41M
Shares

$54.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.51M
Shares

$34.1 Million
0.01% of portfolio

About ISHARES TR IBONDS DEC 2027 TER

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