Whalen Wealth Management Inc. Ishares Tr Ibonds Dec 2025 Ter Transaction History

Whalen Wealth Management Inc.

  • $144 Billion
  • Q4 2024

A detailed history of Whalen Wealth Management Inc. transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 18,715 shares of IBTF stock, worth $437,556. This represents 0.3% of its overall portfolio holdings.

Number of Shares
18,715
Previous 13,969 33.98%
Holding current value
$437,556
Previous $327 Million 33.4%
% of portfolio
0.3%
Previous 0.23%

Shares

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

Jan 17, 2025
BUY
$23.25 - $23.37 $110,344 - $110,914
4,746 Added 33.98%
18,715 $436 Million
Q3 2024

Nov 07, 2024
SELL
$23.13 - $23.43 $10,778 - $10,918
-466 Reduced 3.23%
13,969 $327 Million
Q2 2024

Aug 01, 2024
BUY
$23.1 - $23.22 $333,448 - $335,180
14,435 New
14,435 $335 Million

Others Institutions Holding IBTF

# of Institutions
311
Shares Held
86.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

IBTF Quotes by TradingView
  • Ticker IBTF
  • Sector ETFs
  • Industry ETFs
More about IBTF
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