A detailed history of Creative One Wealth, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Creative One Wealth, LLC holds 151,947 shares of IBTE stock, worth $3.63 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
151,947
Previous 108,057 40.62%
Holding current value
$3.63 Million
Previous $2.59 Million 40.72%
% of portfolio
0.13%
Previous 0.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$23.88 - $24.01 $1.05 Million - $1.05 Million
43,890 Added 40.62%
151,947 $3.65 Million
Q2 2024

Aug 14, 2024

BUY
$23.85 - $23.98 $4,626 - $4,652
194 Added 0.18%
108,057 $2.59 Million
Q1 2024

May 14, 2024

BUY
$23.85 - $23.95 $447,640 - $449,517
18,769 Added 21.07%
107,863 $2.58 Million
Q4 2023

Feb 09, 2024

BUY
$23.75 - $23.91 $2.12 Million - $2.13 Million
89,094 New
89,094 $2.13 Million
Q2 2023

Aug 16, 2023

SELL
$23.77 - $24.01 $188,163 - $190,063
-7,916 Reduced 43.82%
10,149 $242,000
Q2 2023

Aug 14, 2023

SELL
$23.77 - $24.01 $537,011 - $542,433
-22,592 Reduced 55.57%
18,065 $436,000
Q1 2023

May 15, 2023

BUY
$23.67 - $24.08 $781 - $794
33 Added 0.08%
40,657 $976,000
Q4 2022

Feb 14, 2023

BUY
$23.73 - $23.95 $10,631 - $10,729
448 Added 1.12%
40,624 $969,000
Q3 2022

Nov 14, 2022

SELL
$23.9 - $24.49 $3,561 - $3,649
-149 Reduced 0.37%
40,176 $962,000
Q2 2022

Aug 12, 2022

BUY
$24.18 - $24.67 $975,058 - $994,817
40,325 New
40,325 $985,000

Others Institutions Holding IBTE

About ISHARES TR IBONDS DEC 2024 TER


  • Ticker IBTE
  • Sector ETFs
  • Industry ETFs
More about IBTE
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