Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 104,944 shares of IBTI stock, worth $2.36 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
104,944
Previous 103,602 1.3%
Holding current value
$2.36 Million
Previous $2.27 Million 0.84%
% 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
$21.51 - $21.88 $28,866 - $29,362
1,342 Added 1.3%
104,944 $2.29 Million
Q1 2024

May 06, 2024
BUY
$21.79 - $22.29 $156,277 - $159,863
7,172 Added 7.44%
103,602 $2.27 Million
Q4 2023

Feb 06, 2024
BUY
$21.24 - $22.25 $2.05 Million - $2.15 Million
96,430 New
96,430 $2.14 Million

Others Institutions Holding IBTI

# of Institutions
130
Shares Held
18.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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