Altus Wealth Group LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Altus Wealth Group LLC

  • $197 Million
  • Q1 2024

A detailed history of Altus Wealth Group LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Altus Wealth Group LLC holds 110,387 shares of IBTJ stock, worth $2.36 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
110,387
Previous 118,414 6.78%
Holding current value
$2.36 Million
Previous $2.58 Million 7.99%
% of portfolio
1.2%
Previous 1.44%

Shares

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

May 02, 2024
SELL
$21.33 - $21.86 $171,215 - $175,470
-8,027 Reduced 6.78%
110,387 $2.37 Million
Q4 2023

Jan 29, 2024
BUY
$20.61 - $21.84 $94,888 - $100,551
4,604 Added 4.05%
118,414 $2.58 Million
Q3 2023

Nov 13, 2023
SELL
$20.92 - $21.75 $10,041 - $10,440
-480 Reduced 0.42%
113,810 $2.39 Million
Q2 2023

Aug 03, 2023
BUY
$21.6 - $22.42 $55,663 - $57,776
2,577 Added 2.31%
114,290 $2.47 Million
Q1 2023

May 01, 2023
BUY
$21.27 - $22.34 $2.38 Million - $2.5 Million
111,713 New
111,713 $2.48 Million

Others Institutions Holding IBTJ

# of Institutions
94
Shares Held
8.06M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

IBTJ Quotes by TradingView
  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
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