Wealth Bridge Capital Management, LLC Ishares Tr Ibonds December 202 Transaction History

Wealth Bridge Capital Management, LLC

  • $354 Million
  • Q4 2024

A detailed history of Wealth Bridge Capital Management, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 14,358 shares of IBMO stock, worth $366,990. This represents 0.1% of its overall portfolio holdings.

Number of Shares
14,358
Previous 12,888 11.41%
Holding current value
$366,990
Previous $330,000 10.61%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Feb 03, 2025
BUY
$25.4 - $25.62 $37,338 - $37,661
1,470 Added 11.41%
14,358 $365,000
Q3 2024

Oct 07, 2024
BUY
$25.26 - $25.66 $96,240 - $97,764
3,810 Added 41.97%
12,888 $330,000
Q2 2024

Aug 02, 2024
SELL
$25.16 - $25.33 $51,049 - $51,394
-2,029 Reduced 18.27%
9,078 $229,000
Q1 2024

Apr 30, 2024
SELL
$25.35 - $25.52 $3,042 - $3,062
-120 Reduced 1.07%
11,107 $281,000
Q4 2023

Feb 12, 2024
SELL
$24.71 - $25.52 $20,410 - $21,079
-826 Reduced 6.85%
11,227 $286,000
Q3 2023

Nov 08, 2023
SELL
$24.76 - $25.26 $10,820 - $11,038
-437 Reduced 3.5%
12,053 $299,000
Q2 2023

Aug 01, 2023
BUY
$24.96 - $25.63 $773 - $794
31 Added 0.25%
12,490 $314,000
Q1 2023

May 10, 2023
BUY
$24.99 - $25.64 $45,306 - $46,485
1,813 Added 17.03%
12,459 $318,000
Q4 2022

Jan 31, 2023
BUY
$24.52 - $25.33 $261,039 - $269,663
10,646 New
10,646 $268,000

Others Institutions Holding IBMO

# of Institutions
193
Shares Held
19.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMO Quotes by TradingView
  • Ticker IBMO
  • Sector ETFs
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More about IBMO
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