A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 83,955 shares of IBTE stock, worth $2.01 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
83,955
Previous 51,243 63.84%
Holding current value
$2.01 Million
Previous $1.22 Million 64.4%
% of portfolio
1.66%
Previous 1.14%

Shares

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

May 08, 2024

BUY
$23.85 - $23.95 $780,181 - $783,452
32,712 Added 63.84%
83,955 $2.01 Million
Q4 2023

Feb 07, 2024

BUY
$23.75 - $23.91 $176,201 - $177,388
7,419 Added 16.93%
51,243 $1.22 Million
Q3 2023

Oct 30, 2023

BUY
$23.72 - $23.85 $518,234 - $521,074
21,848 Added 99.42%
43,824 $1.04 Million
Q2 2023

Aug 10, 2023

BUY
$23.77 - $24.01 $204,826 - $206,894
8,617 Added 64.5%
21,976 $523,000
Q1 2023

May 10, 2023

BUY
$23.67 - $24.08 $316,207 - $321,684
13,359 New
13,359 $320,000

Others Institutions Holding IBTE

About ISHARES TR IBONDS DEC 2024 TER


  • Ticker IBTE
  • Sector ETFs
  • Industry ETFs
More about IBTE
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