A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 722,854 shares of IBTF stock, worth $16.8 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
722,854
Previous 636,366 13.59%
Holding current value
$16.8 Million
Previous $14.8 Million 14.57%
% of portfolio
0.82%
Previous 0.76%

Shares

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

Nov 13, 2024

BUY
$23.13 - $23.43 $2 Million - $2.03 Million
86,488 Added 13.59%
722,854 $16.9 Million
Q2 2024

Aug 13, 2024

BUY
$23.1 - $23.22 $4.89 Million - $4.91 Million
211,501 Added 49.78%
636,366 $14.8 Million
Q1 2024

May 01, 2024

BUY
$23.16 - $23.36 $8.44 Million - $8.52 Million
364,528 Added 604.15%
424,865 $9.87 Million
Q4 2023

Feb 06, 2024

BUY
$22.97 - $23.28 $1.14 Million - $1.16 Million
49,695 Added 466.97%
60,337 $1.4 Million
Q3 2023

Oct 19, 2023

BUY
$23.01 - $23.2 $244,872 - $246,894
10,642 New
10,642 $245,000

Others Institutions Holding IBTF

About ISHARES TR IBONDS DEC 2025 TER


  • Ticker IBTF
  • Sector ETFs
  • Industry ETFs
More about IBTF
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