A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 68,666 shares of IBTG stock, worth $1.56 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
68,666
Previous 87,867 21.85%
Holding current value
$1.56 Million
Previous $1.99 Billion 20.4%
% of portfolio
0.14%
Previous 0.2%

Shares

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

Oct 21, 2024

SELL
$22.55 - $23.1 $432,982 - $443,543
-19,201 Reduced 21.85%
68,666 $1.58 Billion
Q2 2024

Jul 17, 2024

BUY
$22.46 - $22.66 $124,495 - $125,604
5,543 Added 6.73%
87,867 $1.99 Billion
Q1 2024

May 09, 2024

BUY
$22.62 - $22.94 $174,264 - $176,729
7,704 Added 10.32%
82,324 $1.87 Billion
Q4 2023

Mar 14, 2024

BUY
$22.32 - $22.86 $1.67 Million - $1.71 Million
74,620 New
74,620 $1.7 Billion

Others Institutions Holding IBTG

About ISHARES TR IBONDS DEC 2026 TER


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

Track Leo Wealth, LLC Portfolio

Follow Leo Wealth, LLC 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 Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.