A detailed history of James Investment Research Inc transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, James Investment Research Inc holds 14,350 shares of IBTK stock, worth $274,659. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,350
Previous 14,350 -0.0%
Holding current value
$274,659
Previous $276,000 3.99%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$18.86 - $19.38 $18,860 - $19,380
-1,000 Reduced 6.51%
14,350 $276,000
Q1 2024

May 01, 2024

BUY
$19.22 - $19.78 $19,220 - $19,780
1,000 Added 6.97%
15,350 $298,000
Q4 2023

Feb 06, 2024

BUY
$18.46 - $19.79 $264,901 - $283,986
14,350 New
14,350 $282,000

Others Institutions Holding IBTK

About ISHARES TR IBONDS DEC 2030 TER


  • Ticker IBTK
  • Sector Technology
More about IBTK
Track This Portfolio

Track James Investment Research Inc Portfolio

Follow James Investment Research Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of James Investment Research Inc, based on Form 13F filings with the SEC.

News

Stay updated on James Investment Research Inc with notifications on news.