Simplicity Wealth,Llc Ishares Tr Ibonds Dec 2027 Ter Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Simplicity Wealth,Llc holds 21,539 shares of IBTH stock, worth $476,442. This represents 0.05% of its overall portfolio holdings.

Number of Shares
21,539
Previous 27,756 22.4%
Holding current value
$476,442
Previous $612,000 20.42%
% of portfolio
0.05%
Previous 0.01%

Shares

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

Oct 09, 2024
SELL
$21.96 - $22.69 $136,525 - $141,063
-6,217 Reduced 22.4%
21,539 $487,000
Q2 2024

Jul 10, 2024
BUY
$21.83 - $22.09 $51,125 - $51,734
2,342 Added 9.22%
27,756 $612,000
Q1 2024

Apr 24, 2024
BUY
$22.05 - $22.46 $47,473 - $48,356
2,153 Added 9.26%
25,414 $563,000
Q4 2023

Jan 29, 2024
BUY
$21.61 - $22.41 $502,670 - $521,279
23,261 New
23,261 $520,000

Others Institutions Holding IBTH

# of Institutions
199
Shares Held
32.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBTH Quotes by TradingView
  • Ticker IBTH
  • Sector ETFs
  • Industry ETFs
More about IBTH
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email