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

Altus Wealth Group LLC

$229 Million
Q3 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 33,434 shares of IBTH stock, worth $746,246. This represents 0.33% of its overall portfolio holdings.

Number of Shares

33,434

Previous 45,253 26.12%

Holding current value

$746,246

Previous $999,000 24.32%

% of portfolio

0.33%

Previous 0.51%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

184

Shares Held

29.9M

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