Connecticut Wealth Management, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Connecticut Wealth Management, LLC

  • $1.88 Billion
  • Q1 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 781,434 shares of IBTE stock, worth $18.7 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
781,434
Previous 632,391 23.57%
Holding current value
$18.7 Million
Previous $15.1 Million 23.99%
% of portfolio
1.0%
Previous 0.87%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$23.85 - $23.95 $3.55 Million - $3.57 Million
149,043 Added 23.57%
781,434 $18.7 Million
Q4 2023

Feb 06, 2024
BUY
$23.75 - $23.91 $1.52 Million - $1.53 Million
63,900 Added 11.24%
632,391 $15.1 Million
Q3 2023

Oct 19, 2023
BUY
$23.72 - $23.85 $1.59 Million - $1.6 Million
67,085 Added 13.38%
568,491 $13.6 Million
Q2 2023

Jul 25, 2023
BUY
$23.77 - $24.01 $11.5 Million - $11.7 Million
485,640 Added 3080.3%
501,406 $11.9 Million
Q1 2023

Apr 18, 2023
BUY
$23.67 - $24.08 $373,181 - $379,645
15,766 New
15,766 $378,000

Others Institutions Holding IBTE

# of Institutions
297
Shares Held
92M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

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