Altus Wealth Group LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Altus Wealth Group LLC

$221 Million
Q4 2024

A detailed history of Altus Wealth Group LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Altus Wealth Group LLC holds 32,317 shares of IBTH stock, worth $715,498. This represents 0.32% of its overall portfolio holdings.

Number of Shares

32,317

Previous 33,434 3.34%

Holding current value

$715,498

Previous $756,000 5.16%

% of portfolio

0.32%

Previous 0.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$22.1 - $22.59 $24,685 - $25,233	-1,117 Reduced 3.34%	32,317 $717,000
Q3 2024 Oct 22, 2024	SELL	$21.96 - $22.69 $259,545 - $268,173	-11,819 Reduced 26.12%	33,434 $756,000
Q2 2024 Aug 05, 2024	SELL	$21.83 - $22.09 $342,163 - $346,238	-15,674 Reduced 25.73%	45,253 $999,000
Q1 2024 May 02, 2024	SELL	$22.05 - $22.46 $76,888 - $78,318	-3,487 Reduced 5.41%	60,927 $1.35 Million
Q4 2023 Jan 29, 2024	BUY	$21.61 - $22.41 $96,423 - $99,993	4,462 Added 7.44%	64,414 $1.44 Million
Q3 2023 Nov 13, 2023	BUY	$21.77 - $22.29 $43,496 - $44,535	1,998 Added 3.45%	59,952 $1.31 Million
Q2 2023 Aug 03, 2023	BUY	$22.15 - $22.9 $56,172 - $58,074	2,536 Added 4.58%	57,954 $1.28 Million
Q1 2023 May 01, 2023	BUY	$21.92 - $22.83 $1.21 Million - $1.27 Million	55,418 New	55,418 $1.26 Million

Others Institutions Holding IBTH

# of Institutions

227

Shares Held

41.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
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Altus Wealth Group LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History