Yoder Wealth Management, Inc. IBTM Holdings History
Yoder Wealth Management, Inc.'s ISHARES TRUST Holding Summary
As of 2025-06-30, Yoder Wealth Management, Inc. held 52,282.00 shares of ISHARES TRUST(IBTM), totaling $1.20 Mil. This investment constitutes 0.63% of their stock portfolio, and Yoder Wealth Management, Inc. now holds 0.37% of the outstanding ISHARES TRUST(IBTM) stock.
The initial trade took place in 2024Q4. And since then Yoder Wealth Management, Inc. has made 2 purchases of IBTM, at an average price of $22.66, for a total of 52,982.00 shares. In addition, there have been 1 sales at an average price of $22.45 for 700.00 shares. Based on historical transaction data and IBTM's current price of $22.76, Yoder Wealth Management, Inc.'s estimated gain on his IBTM holdings is $4,868.86, reflecting a 0.41% gain to date.
Yoder Wealth Management, Inc. IBTM ($22.76) Holding Chart
Yoder Wealth Management, Inc. IBTM ($22.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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