Signature Wealth Management Group Ishares Tr Ibonds Dec 2028 Ter Transaction History

Signature Wealth Management Group

$236 Million
Q4 2024

A detailed history of Signature Wealth Management Group transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Signature Wealth Management Group holds 17,972 shares of IBTI stock, worth $399,697. This represents 0.17% of its overall portfolio holdings.

Number of Shares

17,972

Previous 14,350 25.24%

Holding current value

$399,697

Previous $323,000 21.67%

% of portfolio

0.17%

Previous 0.13%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$21.81 - $22.48 $78,995 - $81,422	3,622 Added 25.24%	17,972 $393,000
Q3 2024 Oct 15, 2024	BUY	$21.7 - $22.6 $3,602 - $3,751	166 Added 1.17%	14,350 $323,000
Q2 2024 Jul 15, 2024	BUY	$21.51 - $21.88 $19,122 - $19,451	889 Added 6.69%	14,184 $309,000
Q1 2024 Apr 22, 2024	BUY	$21.79 - $22.29 $289,698 - $296,345	13,295 New	13,295 $291,000

Others Institutions Holding IBTI

# of Institutions

173

Shares Held

32.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBTI
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Signature Wealth Management Group Ishares Tr Ibonds Dec 2028 Ter Transaction History