Shelton Wealth Management, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 129,988 shares of IBTI stock, worth $2.83 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares
129,988
Previous 88,017 47.69%
Holding current value
$2.83 Million
Previous $1.95 Million 45.85%
% 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
$21.79 - $22.29 $914,548 - $935,533
41,971 Added 47.69%
129,988 $2.85 Million
Q4 2023

Feb 14, 2024
BUY
$21.24 - $22.25 $1.87 Million - $1.96 Million
88,017 New
88,017 $1.95 Million

Others Institutions Holding IBTI

# of Institutions
116
Shares Held
16.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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