Strategic Financial Concepts, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Strategic Financial Concepts, LLC

  • $314 Billion
  • Q3 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 12,350 shares of IBTI stock, worth $270,835. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,350
Previous 272,997 95.48%
Holding current value
$270,835
Previous $12.4 Million 2150.52%
% of portfolio
0.09%
Previous 0.01%

Shares

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

Nov 12, 2024
SELL
$21.7 - $22.6 $5.66 Million - $5.89 Million
-260,647 Reduced 95.48%
12,350 $278 Million
Q2 2024

Aug 06, 2024
BUY
$21.51 - $21.88 $5.61 Million - $5.7 Million
260,647 Added 2110.5%
272,997 $12.4 Million
Q1 2024

Apr 22, 2024
BUY
$21.79 - $22.29 $269,106 - $275,281
12,350 New
12,350 $271 Million

Others Institutions Holding IBTI

# of Institutions
145
Shares Held
23.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, 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 Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email