Element Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Element Wealth, LLC

  • $209 Million
  • Q2 2025

A detailed history of Element Wealth, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Element Wealth, LLC holds 14,720 shares of IBTI stock, worth $328,108. This represents 0.16% of its overall portfolio holdings.

Number of Shares
14,720
Previous 10,995 33.88%
Holding current value
$328,108
Previous $244,000 34.84%
% of portfolio
0.16%
Previous 0.13%

Shares

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

Jul 23, 2025
BUY
$22.09 - $22.44 $82,285 - $83,589
3,725 Added 33.88%
14,720 $329,000
Q1 2025

Apr 29, 2025
BUY
$21.77 - $22.25 $34,832 - $35,600
1,600 Added 17.03%
10,995 $244,000
Q4 2024

Feb 03, 2025
BUY
$21.81 - $22.48 $54,546 - $56,222
2,501 Added 36.28%
9,395 $205,000
Q3 2024

Oct 23, 2024
BUY
$21.7 - $22.6 $11,067 - $11,526
510 Added 7.99%
6,894 $155,000
Q1 2024

May 09, 2024
BUY
$21.79 - $22.29 $139,107 - $142,299
6,384 New
6,384 $140,000

Others Institutions Holding IBTI

# of Institutions
197
Shares Held
38.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBTI Quotes by TradingView
  • Ticker IBTI
  • Sector ETFs
  • Industry ETFs
More about IBTI
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.

Choose your preferred platform and Sign Up 👇 Telegram Email