Moseley Investment Management Inc Ishares Tr Ibonds Dec 2028 Ter Transaction History

Moseley Investment Management Inc

$250 Million
Q4 2024

A detailed history of Moseley Investment Management Inc transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Moseley Investment Management Inc holds 380,302 shares of IBTI stock, worth $8.44 Million. This represents 3.33% of its overall portfolio holdings.

Number of Shares

380,302

Previous 364,920 4.22%

Holding current value

$8.44 Million

Previous $8.21 Million 1.39%

% of portfolio

3.33%

Previous 3.35%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$21.81 - $22.48 $335,481 - $345,787	15,382 Added 4.22%	380,302 $8.33 Million
Q3 2024 Oct 16, 2024	BUY	$21.7 - $22.6 $6.04 Million - $6.29 Million	278,269 Added 321.14%	364,920 $8.21 Million
Q2 2024 Jul 16, 2024	BUY	$21.51 - $21.88 $485,824 - $494,181	22,586 Added 35.25%	86,651 $1.89 Million
Q1 2024 Apr 04, 2024	BUY	$21.79 - $22.29 $509,297 - $520,984	23,373 Added 57.44%	64,065 $1.4 Million
Q4 2023 Jan 25, 2024	BUY	$21.24 - $22.25 $187,697 - $196,623	8,837 Added 27.74%	40,692 $903,000
Q3 2023 Oct 16, 2023	BUY	$21.45 - $22.14 $683,289 - $705,269	31,855 New	31,855 $686,000

Others Institutions Holding IBTI

# of Institutions

172

Shares Held

33M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBTI
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Moseley Investment Management Inc Ishares Tr Ibonds Dec 2028 Ter Transaction History