A detailed history of Horizons Wealth Management transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Horizons Wealth Management holds 28,284 shares of IBTE stock, worth $678,816. This represents 0.55% of its overall portfolio holdings.

Number of Shares
28,284
Previous 38,210 25.98%
Holding current value
$678,816
Previous $914,000 25.82%
% of portfolio
0.55%
Previous 0.59%

Shares

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

Jul 22, 2024

SELL
$23.85 - $23.98 $236,735 - $238,025
-9,926 Reduced 25.98%
28,284 $678,000
Q4 2023

Jan 05, 2024

BUY
$23.75 - $23.91 $119,700 - $120,506
5,040 Added 15.19%
38,210 $911,000
Q3 2023

Oct 12, 2023

BUY
$23.72 - $23.85 $265,355 - $266,809
11,187 Added 50.89%
33,170 $790,000
Q2 2023

Jul 03, 2023

BUY
$23.77 - $24.01 $58,664 - $59,256
2,468 Added 12.65%
21,983 $523,000
Q1 2023

Apr 06, 2023

BUY
$23.67 - $24.08 $175,631 - $178,673
7,420 Added 61.35%
19,515 $468,000
Q4 2022

Jan 03, 2023

BUY
$23.73 - $23.95 $287,014 - $289,675
12,095 New
12,095 $288,000

Others Institutions Holding IBTE

About ISHARES TR IBONDS DEC 2024 TER


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

Track Horizons Wealth Management Portfolio

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

News

Stay updated on Horizons Wealth Management with notifications on news.