A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 111,951 shares of IBTM stock, worth $2.48 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
111,951
Previous 103,213 8.47%
Holding current value
$2.48 Million
Previous $2.32 Million 13.47%
% of portfolio
2.01%
Previous 1.9%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$22.2 - $23.71 $193,983 - $207,177
8,738 Added 8.47%
111,951 $2.63 Million
Q2 2024

Aug 12, 2024

BUY
$21.86 - $22.64 $1.13 Million - $1.17 Million
51,790 Added 100.71%
103,213 $2.32 Million
Q1 2024

May 13, 2024

BUY
$22.42 - $23.2 $626,078 - $647,860
27,925 Added 118.84%
51,423 $1.17 Million
Q4 2023

Feb 09, 2024

BUY
$21.34 - $23.25 $420,440 - $458,071
19,702 Added 519.02%
23,498 $543,000
Q3 2023

Nov 09, 2023

BUY
$21.92 - $23.36 $83,208 - $88,674
3,796 New
3,796 $83,000

Others Institutions Holding IBTM

About ISHARES TR IBONDS DEC 2032 TER


  • Ticker IBTM
More about IBTM
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.