Lokken Investment Group LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Lokken Investment Group LLC

$226 Million
Q3 2024

A detailed history of Lokken Investment Group LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Lokken Investment Group LLC holds 91,265 shares of IBTE stock, worth $2.18 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

91,265

Previous 89,914 1.5%

Holding current value

$2.18 Million

Previous $2.16 Million 1.58%

% of portfolio

0.97%

Previous 1.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$23.88 - $24.01 $32,261 - $32,437	1,351 Added 1.5%	91,265 $2.19 Million
Q2 2024 Aug 09, 2024	SELL	$23.85 - $23.98 $60,030 - $60,357	-2,517 Reduced 2.72%	89,914 $2.16 Million
Q1 2024 May 14, 2024	SELL	$23.85 - $23.95 $9,468 - $9,508	-397 Reduced 0.43%	92,431 $2.21 Million
Q4 2023 Feb 13, 2024	BUY	$23.75 - $23.91 $45,576 - $45,883	1,919 Added 2.11%	92,828 $2.21 Million
Q3 2023 Nov 13, 2023	BUY	$23.72 - $23.85 $29,317 - $29,478	1,236 Added 1.38%	90,909 $2.17 Million
Q2 2023 Aug 09, 2023	BUY	$23.77 - $24.01 $302,425 - $305,479	12,723 Added 16.53%	89,673 $2.13 Million
Q1 2023 May 08, 2023	BUY	$23.67 - $24.08 $1.82 Million - $1.85 Million	76,950 New	76,950 $1.85 Million

Others Institutions Holding IBTE

# of Institutions

295

Shares Held

61.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2024 TER

Ticker IBTE
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Lokken Investment Group LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History