Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Trinity Wealth Management, LLC

  • $221 Million
  • Q4 2024

A detailed history of Trinity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 14,866 shares of IBTH stock, worth $331,214. This represents 0.15% of its overall portfolio holdings.

Number of Shares
14,866
Previous 11,041 34.64%
Holding current value
$331,214
Previous $249,000 32.53%
% of portfolio
0.15%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$22.1 - $22.59 $84,532 - $86,406
3,825 Added 34.64%
14,866 $330,000
Q2 2024

Jul 15, 2024
BUY
$21.83 - $22.09 $5,195 - $5,257
238 Added 2.2%
11,041 $243,000
Q1 2024

Apr 17, 2024
BUY
$22.05 - $22.46 $238,206 - $242,635
10,803 New
10,803 $239,000

Others Institutions Holding IBTH

# of Institutions
205
Shares Held
33.9M
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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