Endowment Wealth Management, Inc. Ishares Tr Ibonds Dec 2024 Ter Transaction History

Endowment Wealth Management, Inc.

$137 Million
Q3 2024

A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 82,714 shares of IBTE stock, worth $1.97 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

82,714

Previous 84,892 2.57%

Holding current value

$1.97 Million

Previous $2.04 Million 2.46%

% of portfolio

1.45%

Previous 1.63%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$23.88 - $24.01 $52,010 - $52,293	-2,178 Reduced 2.57%	82,714 $1.99 Million
Q2 2024 Aug 01, 2024	BUY	$23.85 - $23.98 $22,347 - $22,469	937 Added 1.12%	84,892 $2.04 Million
Q1 2024 May 08, 2024	BUY	$23.85 - $23.95 $780,181 - $783,452	32,712 Added 63.84%	83,955 $2.01 Million
Q4 2023 Feb 07, 2024	BUY	$23.75 - $23.91 $176,201 - $177,388	7,419 Added 16.93%	51,243 $1.22 Million
Q3 2023 Oct 30, 2023	BUY	$23.72 - $23.85 $518,234 - $521,074	21,848 Added 99.42%	43,824 $1.04 Million
Q2 2023 Aug 10, 2023	BUY	$23.77 - $24.01 $204,826 - $206,894	8,617 Added 64.5%	21,976 $523,000
Q1 2023 May 10, 2023	BUY	$23.67 - $24.08 $316,207 - $321,684	13,359 New	13,359 $320,000

Others Institutions Holding IBTE

# of Institutions

295

Shares Held

61.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2024 TER

Ticker IBTE
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Endowment Wealth Management, Inc. Ishares Tr Ibonds Dec 2024 Ter Transaction History