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

Altus Wealth Group LLC

$229 Million
Q3 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 68,446 shares of IBTJ stock, worth $1.46 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

68,446

Previous 82,460 16.99%

Holding current value

$1.46 Million

Previous $1.76 Million 14.13%

% of portfolio

0.66%

Previous 0.89%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$21.22 - $22.22 $297,377 - $311,391	-14,014 Reduced 16.99%	68,446 $1.51 Million
Q2 2024 Aug 05, 2024	SELL	$21.0 - $21.44 $586,467 - $598,754	-27,927 Reduced 25.3%	82,460 $1.76 Million
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

129

Shares Held

13.1M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TRE

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