Shelton Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Shelton Wealth Management, LLC

  • $180 Million
  • Q3 2024

A detailed history of Shelton Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 216,510 shares of IBTG stock, worth $4.94 Million. This represents 2.78% of its overall portfolio holdings.

Number of Shares
216,510
Previous 182,784 18.45%
Holding current value
$4.94 Million
Previous $4.14 Million 20.6%
% of portfolio
2.78%
Previous 2.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$22.55 - $23.1 $760,521 - $779,070
33,726 Added 18.45%
216,510 $4.99 Million
Q2 2024

Jul 23, 2024
BUY
$22.46 - $22.66 $1.28 Million - $1.29 Million
57,006 Added 45.32%
182,784 $4.14 Million
Q1 2024

May 14, 2024
BUY
$22.62 - $22.94 $926,108 - $939,209
40,942 Added 48.26%
125,778 $2.86 Million
Q4 2023

Feb 14, 2024
BUY
$22.32 - $22.86 $1.89 Million - $1.94 Million
84,836 New
84,836 $1.94 Million

Others Institutions Holding IBTG

# of Institutions
217
Shares Held
41.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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