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

Accretive Wealth Partners, LLC

  • $232 Million
  • Q3 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 105,408 shares of IBTH stock, worth $2.34 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
105,408
Previous 103,534 1.81%
Holding current value
$2.34 Million
Previous $2.29 Million 4.37%
% of portfolio
1.03%
Previous 0.97%

Shares

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

Nov 12, 2024
BUY
$21.96 - $22.69 $41,153 - $42,521
1,874 Added 1.81%
105,408 $2.39 Million
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
199
Shares Held
32.5M
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
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