Wealth Shield Partners, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 23,983 shares of IBTM stock, worth $536,979. This represents 0.08% of its overall portfolio holdings.

Number of Shares

23,983

Holding current value

$536,979

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$22.2 - $23.71 $532,422 - $568,636	23,983 New	23,983 $563,000

Others Institutions Holding IBTM

# of Institutions

Shares Held

8.15M

Call Options Held

Put Options Held

Krilogy Financial LLC

1.78M
Shares

$39.7 Million
3.09% of portfolio
Ubs Group Ag

1.44M
Shares

$32.2 Million
0.01% of portfolio
New Edge Advisors, LLC New Orleans, LA

801K
Shares

$17.9 Million
0.13% of portfolio
Stratos Wealth Partners, Ltd.

593K
Shares

$13.3 Million
0.21% of portfolio
Confluence Investment Management LLC

419K
Shares

$9.37 Million
0.14% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2032 TER

Ticker IBTM

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Wealth Shield Partners, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History