A detailed history of Catalytic Wealth Ria, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 29,059 shares of IBMM stock, worth $756,405. This represents 0.13% of its overall portfolio holdings.

Number of Shares
29,059
Previous 22,974 26.49%
Holding current value
$756,405
Previous $598 Million 26.75%
% of portfolio
0.13%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$25.97 - $26.11 $158,027 - $158,879
6,085 Added 26.49%
29,059 $758 Million
Q2 2024

Jul 31, 2024

BUY
$25.91 - $26.05 $39,124 - $39,335
1,510 Added 7.04%
22,974 $598 Million
Q1 2024

May 10, 2024

BUY
$25.9 - $25.98 $555,917 - $557,634
21,464 New
21,464 $557 Million

Others Institutions Holding IBMM

About ISHARES TR IBONDS DEC 2024 TER


  • Ticker IBMM
  • Sector ETFs
  • Industry ETFs
More about IBMM
Track This Portfolio

Track Catalytic Wealth Ria, LLC Portfolio

Follow Catalytic Wealth Ria, 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 Catalytic Wealth Ria, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalytic Wealth Ria, LLC with notifications on news.