Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Trinity Wealth Management, LLC

  • $218 Million
  • Q3 2024

A detailed history of Trinity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 11,077 shares of IBTI stock, worth $242,918. This represents 0.11% of its overall portfolio holdings.

Number of Shares
11,077
Previous 11,077 -0.0%
Holding current value
$242,918
Previous $241,000 3.32%
% of portfolio
0.11%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
BUY
$21.51 - $21.88 $10,819 - $11,005
503 Added 4.76%
11,077 $241,000
Q1 2024

Apr 17, 2024
BUY
$21.79 - $22.29 $230,407 - $235,694
10,574 New
10,574 $231,000

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
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