Accretive Wealth Partners, LLC Ishares Ibonds Dec 2024 Term C Transaction History

Accretive Wealth Partners, LLC

$227 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$25.04 - $25.21 $122,445 - $123,276	4,890 Added 45.83%	15,559 $392,000
Q1 2024 May 06, 2024	BUY	$24.89 - $25.05 $265,551 - $267,258	10,669 New	10,669 $267,000

Others Institutions Holding IBDP

# of Institutions

41

Shares Held

6.18M

Call Options Held

0

Put Options Held

0

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.53M
Shares

$38.4 Million
0.05% of portfolio
Inter Ocean Capital Group, LLC Nashville, TN

922K
Shares

$23.2 Million
0.57% of portfolio
Raymond James & Associates St Petersburg, FL

503K
Shares

$12.7 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

370K
Shares

$9.3 Million
0.02% of portfolio
Benjamin F. Edwards & Company, Inc. St. Louis, MO

365K
Shares

$9.18 Million
0.16% of portfolio

About ISHARES IBONDS DEC 2024 TERM C

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