Shelton Wealth Management, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 221,099 shares of IBTH stock, worth $4.93 Million. This represents 2.78% of its overall portfolio holdings.

Number of Shares
221,099
Previous 187,360 18.01%
Holding current value
$4.93 Million
Previous $4.14 Million 21.01%
% 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
$21.96 - $22.69 $740,908 - $765,537
33,739 Added 18.01%
221,099 $5.01 Million
Q2 2024

Jul 23, 2024
BUY
$21.83 - $22.09 $1.28 Million - $1.29 Million
58,614 Added 45.53%
187,360 $4.14 Million
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
199
Shares Held
32.4M
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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