Octavia Wealth Advisors, LLC Ishares Tr Transaction History

Octavia Wealth Advisors, LLC

  • $818 Million
  • Q1 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 484,701 shares of IMTB stock, worth $21 Million. This represents 2.56% of its overall portfolio holdings.

Number of Shares
484,701
Previous 216,250 124.14%
Holding current value
$21 Million
Previous $9.18 Million 128.75%
% of portfolio
2.56%
Previous 1.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$41.91 - $43.46 $11.3 Million - $11.7 Million
268,451 Added 124.14%
484,701 $21 Million
Q4 2024

Jan 17, 2025
BUY
$42.29 - $44.45 $9.15 Million - $9.61 Million
216,250 New
216,250 $9.18 Million

Others Institutions Holding IMTB

# of Institutions
51
Shares Held
4.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IMTB Quotes by TradingView
  • Ticker IMTB
  • Sector ETFs
  • Industry ETFs
More about IMTB
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