Shelton Wealth Management, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 222,715 shares of IBTI stock, worth $4.9 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares
222,715
Previous 189,245 17.69%
Holding current value
$4.9 Million
Previous $4.13 Million 21.35%
% of portfolio
2.79%
Previous 2.37%

Shares

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

Oct 21, 2024
BUY
$21.7 - $22.6 $726,299 - $756,422
33,470 Added 17.69%
222,715 $5.01 Million
Q2 2024

Jul 23, 2024
BUY
$21.51 - $21.88 $1.27 Million - $1.3 Million
59,257 Added 45.59%
189,245 $4.13 Million
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
146
Shares Held
23.2M
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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