Beverly Hills Private Wealth, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Beverly Hills Private Wealth, LLC

  • $460 Billion
  • Q2 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 62,274 shares of IBTH stock, worth $1.4 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
62,274
Previous 74,569 16.49%
Holding current value
$1.4 Million
Previous $1.65 Billion 16.81%
% of portfolio
0.3%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$21.83 - $22.09 $268,399 - $271,596
-12,295 Reduced 16.49%
62,274 $1.37 Billion
Q1 2024

May 08, 2024
BUY
$22.05 - $22.46 $963,607 - $981,524
43,701 Added 141.57%
74,569 $1.65 Billion
Q4 2023

Jan 29, 2024
BUY
$21.61 - $22.41 $667,057 - $691,751
30,868 New
30,868 $691 Million

Others Institutions Holding IBTH

# of Institutions
175
Shares Held
28.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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