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

Shelton Wealth Management, LLC

  • $174 Million
  • Q2 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 193,123 shares of IBTJ stock, worth $4.28 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares
193,123
Previous 132,735 45.5%
Holding current value
$4.28 Million
Previous $2.85 Million 44.65%
% of portfolio
2.37%
Previous 1.8%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
109
Shares Held
10.1M
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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