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

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025

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 22,642 shares of IBTH stock, worth $508,086. This represents 0.04% of its overall portfolio holdings.

Number of Shares
22,642
Holding current value
$508,086
% of portfolio
0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$22.11 - $22.43 $500,614 - $507,860
22,642 New
22,642 $507,000
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
253
Shares Held
53.8M
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
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