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 9,395 shares of IBTI stock, worth $205,938. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,395
Previous 6,894 36.28%
Holding current value
$205,938
Previous $155,000 32.26%
% of portfolio
0.11%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR IBONDS DEC 2028 TER


  • 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.