A detailed history of Lake Street Advisors Group, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 39,248 shares of IBTH stock, worth $867,380. This represents 0.04% of its overall portfolio holdings.

Number of Shares
39,248
Previous 32,446 20.96%
Holding current value
$867,380
Previous $716,000 24.02%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$21.96 - $22.69 $149,371 - $154,337
6,802 Added 20.96%
39,248 $888,000
Q2 2024

Aug 05, 2024

SELL
$21.83 - $22.09 $1,440 - $1,457
-66 Reduced 0.2%
32,446 $716,000
Q1 2024

May 13, 2024

BUY
$22.05 - $22.46 $716,889 - $730,219
32,512 New
32,512 $720,000
Q4 2023

May 30, 2024

BUY
$21.61 - $22.41 $310,946 - $322,457
14,389 Added 44.26%
46,901 $1.05 Million

Others Institutions Holding IBTH

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBTH
  • Sector ETFs
  • Industry ETFs
More about IBTH
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