A detailed history of Beacon Financial Planning, Inc transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 27,391 shares of IBTE stock, worth $654,097. This represents 0.46% of its overall portfolio holdings.

Number of Shares
27,391
Previous 21,197 29.22%
Holding current value
$654,097
Previous $506 Million 29.66%
% of portfolio
0.46%
Previous 0.4%

Shares

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

Apr 22, 2024

BUY
$23.85 - $23.95 $147,726 - $148,346
6,194 Added 29.22%
27,391 $656 Million
Q4 2023

Jan 29, 2024

BUY
$23.75 - $23.91 $243,010 - $244,647
10,232 Added 93.32%
21,197 $506 Million
Q3 2023

Oct 24, 2023

BUY
$23.72 - $23.85 $55,979 - $56,286
2,360 Added 27.43%
10,965 $261 Million
Q2 2023

Jul 19, 2023

BUY
$23.77 - $24.01 $204,540 - $206,606
8,605 New
8,605 $205 Million

Others Institutions Holding IBTE

About ISHARES TR IBONDS DEC 2024 TER


  • Ticker IBTE
  • Sector ETFs
  • Industry ETFs
More about IBTE
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