Whalen Wealth Management Inc. Ishares Tr Ibonds Dec 2029 Tre Transaction History

Whalen Wealth Management Inc.

  • $150 Billion
  • Q1 2025

A detailed history of Whalen Wealth Management Inc. transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 187,580 shares of IBTJ stock, worth $4.09 Million. This represents 2.72% of its overall portfolio holdings.

Number of Shares
187,580
Previous 180,602 3.86%
Holding current value
$4.09 Million
Previous $3.85 Billion 6.02%
% of portfolio
2.72%
Previous 2.67%

Shares

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

Apr 22, 2025
BUY
$21.16 - $21.77 $147,654 - $151,911
6,978 Added 3.86%
187,580 $4.08 Billion
Q4 2024

Jan 17, 2025
BUY
$21.25 - $22.07 $21,016 - $21,827
989 Added 0.55%
180,602 $3.85 Billion
Q3 2024

Nov 07, 2024
SELL
$21.22 - $22.22 $145,781 - $152,651
-6,870 Reduced 3.68%
179,613 $3.97 Billion
Q2 2024

Aug 01, 2024
BUY
$21.0 - $21.44 $3.92 Million - $4 Million
186,483 New
186,483 $3.99 Billion

Others Institutions Holding IBTJ

# of Institutions
170
Shares Held
24.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

IBTJ Quotes by TradingView
  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
Track This Portfolio

Track Whalen Wealth Management Inc. Portfolio

Follow Whalen Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whalen Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Whalen Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email