Compass Ion Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Compass Ion Advisors, LLC

  • $851 Million
  • Q2 2025

A detailed history of Compass Ion Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 43,434 shares of IBTH stock, worth $973,355. This represents 0.11% of its overall portfolio holdings.

Number of Shares
43,434
Previous 34,982 24.16%
Holding current value
$973,355
Previous $784,000 24.49%
% of portfolio
0.11%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$22.3 - $22.57 $188,479 - $190,761
8,452 Added 24.16%
43,434 $976,000
Q1 2025

Apr 21, 2025
BUY
$22.11 - $22.43 $94,697 - $96,067
4,283 Added 13.95%
34,982 $784,000
Q1 2024

Apr 17, 2024
BUY
$22.05 - $22.46 $167,800 - $170,920
7,610 Added 32.96%
30,699 $680,000
Q4 2023

Jan 23, 2024
BUY
$21.61 - $22.41 $498,953 - $517,424
23,089 New
23,089 $516,000

Others Institutions Holding IBTH

# of Institutions
256
Shares Held
54.5M
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
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