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

Compass Ion Advisors, LLC

  • $781 Million
  • Q1 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 34,982 shares of IBTH stock, worth $784,996. This represents 0.1% of its overall portfolio holdings.

Number of Shares
34,982
Previous 30,699 13.95%
Holding current value
$784,996
Previous $681,000 15.12%
% of portfolio
0.1%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
253
Shares Held
53.8M
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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