Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Accretive Wealth Partners, LLC

  • $236 Million
  • Q2 2024

A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 103,534 shares of IBTH stock, worth $2.35 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
103,534
Previous 102,203 1.3%
Holding current value
$2.35 Million
Previous $2.26 Million 0.97%
% of portfolio
0.97%
Previous 0.99%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$21.83 - $22.09 $29,055 - $29,401
1,331 Added 1.3%
103,534 $2.29 Million
Q1 2024

May 06, 2024
BUY
$22.05 - $22.46 $159,487 - $162,453
7,233 Added 7.62%
102,203 $2.26 Million
Q4 2023

Feb 06, 2024
BUY
$21.61 - $22.41 $2.05 Million - $2.13 Million
94,970 New
94,970 $2.13 Million

Others Institutions Holding IBTH

# of Institutions
175
Shares Held
28.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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