Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Accretive Wealth Partners, LLC

  • $229 Million
  • Q1 2024

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 128,371 shares of IBTE stock, worth $3.07 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
128,371
Previous 101,327 26.69%
Holding current value
$3.07 Million
Previous $2.42 Million 27.14%
% of portfolio
1.34%
Previous 1.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
297
Shares Held
92M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

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