Wealth Management Strategies, Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History

Wealth Management Strategies, Inc.

  • $145 Million
  • Q1 2025

A detailed history of Wealth Management Strategies, Inc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 392,313 shares of IBTH stock, worth $8.8 Million. This represents 6.05% of its overall portfolio holdings.

Number of Shares
392,313
Previous 351,174 11.71%
Holding current value
$8.8 Million
Previous $7.8 Million 12.81%
% of portfolio
6.05%
Previous 6.06%

Shares

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

May 15, 2025
BUY
$22.11 - $22.43 $909,583 - $922,747
41,139 Added 11.71%
392,313 $8.8 Million
Q4 2024

Feb 20, 2025
BUY
$22.1 - $22.59 $7.76 Million - $7.93 Million
351,174 New
351,174 $7.8 Million

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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