Shelton Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Shelton Wealth Management, LLC

  • $180 Million
  • Q3 2024

A detailed history of Shelton Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 227,105 shares of IBTJ stock, worth $4.84 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares
227,105
Previous 193,123 17.6%
Holding current value
$4.84 Million
Previous $4.13 Million 21.66%
% 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
$21.22 - $22.22 $721,098 - $755,080
33,982 Added 17.6%
227,105 $5.02 Million
Q2 2024

Jul 23, 2024
BUY
$21.0 - $21.44 $1.27 Million - $1.29 Million
60,388 Added 45.5%
193,123 $4.13 Million
Q1 2024

May 14, 2024
BUY
$21.33 - $21.86 $908,871 - $931,454
42,610 Added 47.28%
132,735 $2.85 Million
Q4 2023

Feb 14, 2024
BUY
$20.61 - $21.84 $1.86 Million - $1.97 Million
90,125 New
90,125 $1.96 Million

Others Institutions Holding IBTJ

# of Institutions
130
Shares Held
13.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

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