Altus Wealth Management, LLC Ishares Tr Transaction History

Altus Wealth Management, LLC

  • $213 Million
  • Q1 2025

A detailed history of Altus Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Altus Wealth Management, LLC holds 113,581 shares of IEO stock, worth $9.22 Million. This represents 5.04% of its overall portfolio holdings.

Number of Shares
113,581
Previous 107,507 5.65%
Holding current value
$9.22 Million
Previous $9.64 Million 11.49%
% of portfolio
5.04%
Previous 4.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$86.02 - $99.13 $522,485 - $602,115
6,074 Added 5.65%
113,581 $10.7 Million
Q4 2024

Jan 22, 2025
BUY
$85.22 - $101.77 $310,882 - $371,256
3,648 Added 3.51%
107,507 $9.64 Million
Q3 2024

Oct 17, 2024
BUY
$88.52 - $101.16 $91,441 - $104,498
1,033 Added 1.0%
103,859 $9.5 Million
Q2 2024

Jul 19, 2024
BUY
$96.41 - $111.94 $9.91 Million - $11.5 Million
102,826 New
102,826 $10.2 Million

Others Institutions Holding IEO

# of Institutions
173
Shares Held
2.63M
Call Options Held
37.3K
Put Options Held
28.2K
View Full List

About ISHARES TR

IEO Quotes by TradingView
  • Ticker IEO
  • Sector ETFs
  • Industry ETFs
More about IEO
Track This Portfolio

Track Altus Wealth Management, LLC Portfolio

Follow Altus Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Altus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altus Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email