Rvw Wealth, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Rvw Wealth, LLC

$1 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$23.88 - $24.01 $610,492 - $613,815	25,565 New	25,565 $613,000

Others Institutions Holding IBTE

# of Institutions

42

Shares Held

10M

Call Options Held

0

Put Options Held

0

Inter Ocean Capital Group, LLC Nashville, TN

1.49M
Shares

$35.5 Million
0.89% of portfolio
Connecticut Wealth Management, LLC

906K
Shares

$21.6 Million
1.06% of portfolio
Colony Group LLC Boston, MA

556K
Shares

$13.3 Million
0.2% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

552K
Shares

$13.2 Million
0.03% of portfolio
Farmer Steven Patrick

496K
Shares

$11.8 Million
0.19% of portfolio

About ISHARES TR IBONDS DEC 2024 TER

Ticker IBTE
Sector ETFs
Industry ETFs

More about IBTE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rvw Wealth, LLC, based on Form 13F filings with the SEC.

News

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