A detailed history of Element Wealth, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Element Wealth, LLC holds 45,809 shares of IBTE stock, worth $1.09 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
45,809
Previous 41,246 11.06%
Holding current value
$1.09 Million
Previous $984,000 11.38%
% of portfolio
0.64%
Previous 0.62%

Shares

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

May 09, 2024

BUY
$23.85 - $23.95 $108,827 - $109,283
4,563 Added 11.06%
45,809 $1.1 Million
Q4 2023

Feb 01, 2024

BUY
$23.75 - $23.91 $268,945 - $270,756
11,324 Added 37.85%
41,246 $984,000
Q3 2023

Nov 08, 2023

SELL
$23.72 - $23.85 $438,559 - $440,962
-18,489 Reduced 38.19%
29,922 $713,000
Q2 2023

Aug 07, 2023

BUY
$23.77 - $24.01 $72,379 - $73,110
3,045 Added 6.71%
48,411 $1.15 Million
Q1 2023

May 03, 2023

BUY
$23.67 - $24.08 $333,320 - $339,094
14,082 Added 45.01%
45,366 $1.09 Million
Q4 2022

Jan 17, 2023

BUY
$23.73 - $23.95 $647,449 - $653,451
27,284 Added 682.1%
31,284 $0
Q3 2022

Nov 08, 2022

BUY
$23.94 - $24.49 $95,760 - $97,960
4,000 New
4,000 $96,000

Others Institutions Holding IBTE

About ISHARES TR IBONDS DEC 2024 TER


  • Ticker IBTE
  • Sector ETFs
  • Industry ETFs
More about IBTE
Track This Portfolio

Track Element Wealth, LLC Portfolio

Follow Element Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Element Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Element Wealth, LLC with notifications on news.