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 112,713 shares of IBTM stock, worth $2.56 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares
112,713
Previous 111,951 0.68%
Holding current value
$2.56 Million
Previous $2.63 Million 4.79%
% of portfolio
1.91%
Previous 2.01%

Shares

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

Feb 11, 2025

BUY
$22.12 - $23.49 $16,855 - $17,899
762 Added 0.68%
112,713 $2.5 Million
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
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