Wealthsource Partners, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Wealthsource Partners, LLC holds 121,975 shares of IBTE stock, worth $2.93 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

121,975

Previous 99,854 22.15%

Holding current value

$2.93 Million

Previous $2.38 Million 22.27%

% of portfolio

0.19%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	BUY	$23.75 - $23.91 $525,373 - $528,913	22,121 Added 22.15%	121,975 $2.91 Million
Q3 2023 Nov 09, 2023	BUY	$23.72 - $23.85 $26,020 - $26,163	1,097 Added 1.11%	99,854 $2.38 Million
Q2 2023 Aug 14, 2023	BUY	$23.77 - $24.01 $24,530 - $24,778	1,032 Added 1.06%	98,757 $2.35 Million
Q1 2023 May 15, 2023	BUY	$23.67 - $24.08 $43,789 - $44,548	1,850 Added 1.93%	97,725 $2.35 Million
Q4 2022 Feb 09, 2023	BUY	$23.73 - $23.95 $784,276 - $791,547	33,050 Added 52.61%	95,875 $2.29 Million
Q3 2022 Nov 14, 2022	BUY	$23.9 - $24.49 $901,030 - $923,272	37,700 Added 150.05%	62,825 $1.51 Million
Q2 2022 Aug 10, 2022	BUY	$24.18 - $24.67 $607,522 - $619,833	25,125 New	25,125 $614,000

Others Institutions Holding IBTE

# of Institutions

299

Shares Held

91.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2024 TER

Ticker IBTE
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Wealthsource Partners, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History