Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Accretive Wealth Partners, LLC

  • $227 Million
  • Q4 2024

A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 119,208 shares of IBTL stock, worth $2.4 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
119,208
Previous 117,717 1.27%
Holding current value
$2.4 Million
Previous $2.45 Million 3.67%
% of portfolio
1.04%
Previous 1.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$19.7 - $20.82 $29,372 - $31,042
1,491 Added 1.27%
119,208 $2.36 Million
Q3 2024

Nov 12, 2024
BUY
$19.77 - $20.99 $39,045 - $41,455
1,975 Added 1.71%
117,717 $2.45 Million
Q2 2024

Aug 05, 2024
BUY
$19.5 - $20.11 $28,158 - $29,038
1,444 Added 1.26%
115,742 $2.31 Million
Q1 2024

May 06, 2024
BUY
$19.94 - $20.63 $151,882 - $157,138
7,617 Added 7.14%
114,298 $2.3 Million
Q4 2023

Feb 06, 2024
BUY
$19.04 - $20.66 $2.03 Million - $2.2 Million
106,681 New
106,681 $2.19 Million

Others Institutions Holding IBTL

# of Institutions
81
Shares Held
9.78M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBTL Quotes by TradingView
  • Ticker IBTL
  • Sector ETFs
  • Industry ETFs
More about IBTL
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