Shelton Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Shelton Wealth Management, LLC

  • $158 Million
  • Q1 2024

A detailed history of Shelton Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 128,746 shares of IBTH stock, worth $2.85 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares
128,746
Previous 87,041 47.91%
Holding current value
$2.85 Million
Previous $1.95 Million 46.46%
% of portfolio
1.8%
Previous 1.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$22.05 - $22.46 $919,595 - $936,694
41,705 Added 47.91%
128,746 $2.85 Million
Q4 2023

Feb 14, 2024
BUY
$21.61 - $22.41 $1.88 Million - $1.95 Million
87,041 New
87,041 $1.95 Million

Others Institutions Holding IBTH

# of Institutions
163
Shares Held
25.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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