Wealth Management Strategies, Inc. Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 353,920 shares of IBTI stock, worth $7.94 Million. This represents 5.42% of its overall portfolio holdings.

Number of Shares
353,920
Previous 317,678 11.41%
Holding current value
$7.94 Million
Previous $6.96 Million 13.18%
% of portfolio
5.42%
Previous 5.4%

Shares

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

May 15, 2025
BUY
$21.77 - $22.25 $788,988 - $806,384
36,242 Added 11.41%
353,920 $7.87 Million
Q4 2024

Feb 20, 2025
BUY
$21.81 - $22.48 $6.93 Million - $7.14 Million
317,678 New
317,678 $6.96 Million

Others Institutions Holding IBTI

# of Institutions
199
Shares Held
39M
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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