Belpointe Asset Management LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Belpointe Asset Management LLC

  • $1.51 Billion
  • Q4 2024

A detailed history of Belpointe Asset Management LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Belpointe Asset Management LLC holds 79,614 shares of IBTE stock, worth $1.9 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
79,614
Previous 67,189 18.49%
Holding current value
$1.9 Million
Previous $1.61 Million 17.87%
% of portfolio
0.13%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$23.84 - $23.99 $296,212 - $298,075
12,425 Added 18.49%
79,614 $1.9 Million
Q3 2024

Nov 12, 2024
BUY
$23.88 - $24.01 $738,011 - $742,029
30,905 Added 85.18%
67,189 $1.61 Million
Q2 2024

Aug 02, 2024
SELL
$23.85 - $23.98 $10.7 Million - $10.8 Million
-448,919 Reduced 92.52%
36,284 $870,000
Q1 2024

May 08, 2024
BUY
$23.85 - $23.95 $10.8 Million - $10.9 Million
454,703 Added 1490.83%
485,203 $11.6 Million
Q4 2023

Feb 13, 2024
BUY
$23.75 - $23.91 $128,867 - $129,735
5,426 Added 21.64%
30,500 $727,000
Q3 2023

Nov 15, 2023
SELL
$23.72 - $23.85 $175,528 - $176,490
-7,400 Reduced 22.79%
25,074 $597,000
Q2 2023

Aug 14, 2023
SELL
$23.77 - $24.01 $419,255 - $423,488
-17,638 Reduced 35.2%
32,474 $772,000
Q1 2023

May 15, 2023
BUY
$23.67 - $24.08 $278,051 - $282,867
11,747 Added 30.62%
50,112 $1.2 Million
Q4 2022

Feb 08, 2023
BUY
$23.73 - $23.95 $910,401 - $918,841
38,365 New
38,365 $915,000

Others Institutions Holding IBTE

# of Institutions
36
Shares Held
5.91M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

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