Leo Wealth, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Leo Wealth, LLC

  • $1.29 Trillion
  • Q2 2025

A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 97,110 shares of IBTH stock, worth $2.18 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
97,110
Previous 97,742 0.65%
Holding current value
$2.18 Million
Previous $2.19 Billion 0.34%
% of portfolio
0.17%
Previous 0.32%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$22.3 - $22.57 $14,093 - $14,264
-632 Reduced 0.65%
97,110 $2.18 Billion
Q1 2025

May 02, 2025
BUY
$22.11 - $22.43 $448,457 - $454,947
20,283 Added 26.19%
97,742 $2.19 Billion
Q4 2024

Jan 27, 2025
BUY
$22.1 - $22.59 $236,978 - $242,232
10,723 Added 16.07%
77,459 $1.72 Billion
Q3 2024

Oct 21, 2024
BUY
$21.96 - $22.69 $750,417 - $775,362
34,172 Added 104.94%
66,736 $1.51 Billion
Q2 2024

Jul 17, 2024
BUY
$21.83 - $22.09 $6,679 - $6,759
306 Added 0.95%
32,564 $719 Million
Q1 2024

May 09, 2024
BUY
$22.05 - $22.46 $53,802 - $54,802
2,440 Added 8.18%
32,258 $715 Million
Q4 2023

Mar 14, 2024
BUY
$21.61 - $22.41 $644,366 - $668,221
29,818 New
29,818 $668 Million

Others Institutions Holding IBTH

# of Institutions
265
Shares Held
53.6M
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 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.

Choose your preferred platform and Sign Up 👇 Telegram Email