Focused Wealth Management, Inc Ishares Tr Ibonds Dec 2027 Ter Transaction History

Focused Wealth Management, Inc

  • $906 Million
  • Q3 2025

A detailed history of Focused Wealth Management, Inc transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Focused Wealth Management, Inc holds 21,833 shares of IBTH stock, worth $491,679. This represents 0.05% of its overall portfolio holdings.

Number of Shares
21,833
Previous 20,718 5.38%
Holding current value
$491,679
Previous $465,000 5.59%
% of portfolio
0.05%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
$22.36 - $22.52 $24,931 - $25,109
1,115 Added 5.38%
21,833 $491,000
Q2 2025

Jul 15, 2025
BUY
$22.3 - $22.57 $21,831 - $22,096
979 Added 4.96%
20,718 $465,000
Q1 2025

May 01, 2025
BUY
$22.11 - $22.43 $70,331 - $71,349
3,181 Added 19.21%
19,739 $442,000
Q4 2024

Jan 28, 2025
BUY
$22.1 - $22.59 $58,940 - $60,247
2,667 Added 19.2%
16,558 $367,000
Q3 2024

Oct 30, 2024
BUY
$21.96 - $22.69 $305,046 - $315,186
13,891 New
13,891 $314,000
Q4 2023

Jan 10, 2024
BUY
$21.61 - $22.41 $4,494 - $4,661
208 Added 4.16%
5,212 $116,000
Q3 2023

Nov 01, 2023
BUY
$21.77 - $22.29 $9,992 - $10,231
459 Added 10.1%
5,004 $109,000
Q2 2023

Aug 08, 2023
BUY
$22.15 - $22.9 $6,689 - $6,915
302 Added 7.12%
4,545 $100,000
Q1 2023

Apr 13, 2023
BUY
$21.92 - $22.83 $12,187 - $12,693
556 Added 15.08%
4,243 $96,000
Q4 2022

Jan 13, 2023
BUY
$21.81 - $22.62 $80,413 - $83,399
3,687 New
3,687 $0

Others Institutions Holding IBTH

# of Institutions
277
Shares Held
58.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBTH Quotes by TradingView
  • Ticker IBTH
  • Sector ETFs
  • Industry ETFs
More about IBTH
Track This Portfolio

Track Focused Wealth Management, Inc Portfolio

Follow Focused Wealth Management, 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 Focused Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Focused Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email