A detailed history of Financial Strategies Group, Inc. transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 909,284 shares of IBTE stock, worth $21.8 Million. This represents 5.54% of its overall portfolio holdings.

Number of Shares
909,284
Previous 915,760 0.71%
Holding current value
$21.8 Million
Previous $21.9 Million 0.54%
% of portfolio
5.54%
Previous 5.86%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$23.85 - $23.98 $154,452 - $155,294
-6,476 Reduced 0.71%
909,284 $21.8 Million
Q1 2024

Apr 18, 2024

BUY
$23.85 - $23.95 $421,357 - $423,124
17,667 Added 1.97%
915,760 $21.9 Million
Q4 2023

Jan 30, 2024

BUY
$23.75 - $23.91 $564,798 - $568,603
23,781 Added 2.72%
898,093 $21.4 Million
Q3 2023

Oct 18, 2023

BUY
$23.72 - $23.85 $20.7 Million - $20.9 Million
874,312 New
874,312 $20.8 Million

Others Institutions Holding IBTE

About ISHARES TR IBONDS DEC 2024 TER


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

Track Financial Strategies Group, Inc. Portfolio

Follow Financial Strategies Group, Inc. 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 Financial Strategies Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Strategies Group, Inc. with notifications on news.