Kcs Wealth Advisory Ishares Tr Ibonds Dec 2027 Ter Transaction History

Kcs Wealth Advisory

  • $224 Million
  • Q3 2023

A detailed history of Kcs Wealth Advisory transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Kcs Wealth Advisory holds 99,685 shares of IBTH stock, worth $2.23 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
99,685
Previous 110,707 9.96%
Holding current value
$2.23 Million
Previous $2.45 Million 11.17%
% of portfolio
0.97%
Previous 0.89%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023
SELL
$21.77 - $22.29 $239,948 - $245,680
-11,022 Reduced 9.96%
99,685 $2.18 Million
Q2 2023

Jul 17, 2023
BUY
$22.15 - $22.9 $946,092 - $978,127
42,713 Added 62.82%
110,707 $2.45 Million
Q1 2023

Apr 17, 2023
BUY
$21.92 - $22.83 $1.49 Million - $1.55 Million
67,994 New
67,994 $1.54 Million

Others Institutions Holding IBTH

# of Institutions
175
Shares Held
28.8M
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
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