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

Accretive Wealth Partners, LLC

  • $227 Million
  • Q4 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 106,796 shares of IBTH stock, worth $2.39 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
106,796
Previous 105,408 1.32%
Holding current value
$2.39 Million
Previous $2.39 Million 0.67%
% of portfolio
1.04%
Previous 1.03%

Shares

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

Jan 30, 2025
BUY
$22.1 - $22.59 $30,674 - $31,354
1,388 Added 1.32%
106,796 $2.37 Million
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
234
Shares Held
45.1M
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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