A detailed history of Tmd Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Tmd Wealth Management, LLC holds 539,148 shares of IBTH stock, worth $12 Million. This represents 3.07% of its overall portfolio holdings.

Number of Shares
539,148
Previous 507,475 6.24%
Holding current value
$12 Million
Previous $11.2 Million 5.86%
% of portfolio
3.07%
Previous 3.24%

Shares

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

Aug 08, 2024

BUY
$21.83 - $22.09 $691,421 - $699,656
31,673 Added 6.24%
539,148 $11.9 Million
Q1 2024

May 14, 2024

BUY
$22.05 - $22.46 $3.55 Million - $3.62 Million
161,123 Added 46.52%
507,475 $11.2 Million
Q4 2023

Feb 13, 2024

BUY
$21.61 - $22.41 $7.48 Million - $7.76 Million
346,352 New
346,352 $7.75 Million

Others Institutions Holding IBTH

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBTH
  • Sector ETFs
  • Industry ETFs
More about IBTH
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