A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 33,849 shares of IBTE stock, worth $807,637. This represents 0.35% of its overall portfolio holdings.

Number of Shares
33,849
Previous 129,600 73.88%
Holding current value
$807,637
Previous $3.11 Million 73.87%
% of portfolio
0.35%
Previous 1.32%

Shares

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

Nov 12, 2024

SELL
$23.88 - $24.01 $2.29 Million - $2.3 Million
-95,751 Reduced 73.88%
33,849 $812,000
Q2 2024

Aug 05, 2024

BUY
$23.85 - $23.98 $29,311 - $29,471
1,229 Added 0.96%
129,600 $3.11 Million
Q1 2024

May 06, 2024

BUY
$23.85 - $23.95 $644,999 - $647,703
27,044 Added 26.69%
128,371 $3.07 Million
Q4 2023

Feb 06, 2024

BUY
$23.75 - $23.91 $2.06 Million - $2.08 Million
86,929 Added 603.76%
101,327 $2.42 Million
Q1 2023

May 04, 2023

BUY
$23.67 - $24.08 $340,800 - $346,703
14,398 New
14,398 $345,000

Others Institutions Holding IBTE

About ISHARES TR IBONDS DEC 2024 TER


  • Ticker IBTE
  • Sector ETFs
  • Industry ETFs
More about IBTE
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