Atlantic Private Wealth, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Atlantic Private Wealth, LLC

  • $144 Million
  • Q3 2025

A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 26,108 shares of IBTL stock, worth $536,519. This represents 0.37% of its overall portfolio holdings.

Number of Shares
26,108
Previous 29,083 10.23%
Holding current value
$536,519
Previous $596,000 9.9%
% of portfolio
0.37%
Previous 0.43%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$20.18 - $20.7 $60,035 - $61,582
-2,975 Reduced 10.23%
26,108 $537,000
Q2 2025

Aug 11, 2025
SELL
$20.04 - $20.55 $650,237 - $666,785
-32,447 Reduced 52.73%
29,083 $596,000
Q1 2025

May 09, 2025
BUY
$19.55 - $20.33 $168,090 - $174,797
8,598 Added 16.24%
61,530 $1.25 Million
Q4 2024

Feb 11, 2025
BUY
$19.7 - $20.82 $205,313 - $216,986
10,422 Added 24.52%
52,932 $1.05 Million
Q3 2024

Nov 07, 2024
BUY
$19.77 - $20.99 $2,767 - $2,938
140 Added 0.33%
42,510 $885,000
Q2 2024

Aug 12, 2024
SELL
$19.5 - $20.11 $11,134 - $11,482
-571 Reduced 1.33%
42,370 $846,000
Q1 2024

May 13, 2024
SELL
$19.94 - $20.63 $6,600 - $6,828
-331 Reduced 0.76%
42,941 $865,000
Q4 2023

Feb 09, 2024
BUY
$19.04 - $20.66 $3,865 - $4,193
203 Added 0.47%
43,272 $888,000
Q3 2023

Nov 09, 2023
BUY
$19.5 - $20.7 $422,857 - $448,879
21,685 Added 101.41%
43,069 $842,000
Q2 2023

Aug 11, 2023
BUY
$20.55 - $21.4 $373,660 - $389,116
18,183 Added 568.04%
21,384 $440,000
Q1 2023

May 12, 2023
BUY
$20.14 - $21.34 $64,468 - $68,309
3,201 New
3,201 $67,000

Others Institutions Holding IBTL

# of Institutions
114
Shares Held
16.4M
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
Track This Portfolio

Track Atlantic Private Wealth, LLC Portfolio

Follow Atlantic Private Wealth, LLC 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 Atlantic Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email