1858 Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

1858 Wealth Management, LLC

  • $126 Billion
  • Q4 2024

A detailed history of 1858 Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, 1858 Wealth Management, LLC holds 131,288 shares of IBTJ stock, worth $2.81 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares
131,288
Previous 128,896 1.86%
Holding current value
$2.81 Million
Previous $2.85 Billion 1.73%
% of portfolio
2.22%
Previous 2.34%

Shares

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

Jan 27, 2025
BUY
$21.25 - $22.07 $50,830 - $52,791
2,392 Added 1.86%
131,288 $2.8 Billion
Q3 2024

Oct 21, 2024
BUY
$21.22 - $22.22 $32,530 - $34,063
1,533 Added 1.2%
128,896 $2.85 Billion
Q2 2024

Jul 18, 2024
SELL
$21.0 - $21.44 $22,512 - $22,983
-1,072 Reduced 0.83%
127,363 $2.72 Billion
Q4 2023

Feb 13, 2024
BUY
$20.61 - $21.84 $2.65 Million - $2.81 Million
128,435 New
128,435 $2.8 Billion

Others Institutions Holding IBTJ

# of Institutions
141
Shares Held
15M
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
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