A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 835,276 shares of IBTG stock, worth $19.1 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
835,276
Previous 408,173 104.64%
Holding current value
$19.1 Million
Previous $9.36 Million 104.55%
% of portfolio
0.92%
Previous 0.49%

Shares

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

Aug 14, 2025

BUY
$22.81 - $22.97 $9.74 Million - $9.81 Million
427,103 Added 104.64%
835,276 $19.2 Million
Q1 2025

May 15, 2025

BUY
$22.77 - $22.94 $7.25 Million - $7.3 Million
318,409 Added 354.72%
408,173 $9.36 Million
Q4 2024

Feb 18, 2025

BUY
$22.72 - $23.0 $1.83 Million - $1.86 Million
80,764 Added 897.38%
89,764 $2.05 Million
Q3 2024

Nov 13, 2024

BUY
$22.55 - $23.1 $202,950 - $207,900
9,000 New
9,000 $207,000

Others Institutions Holding IBTG

About ISHARES TR IBONDS DEC 2026 TER


  • Ticker IBTG
  • Sector ETFs
  • Industry ETFs
More about IBTG
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