Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Accretive Wealth Partners, LLC

  • $227 Million
  • Q4 2024

A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 110,956 shares of IBTJ stock, worth $2.38 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
110,956
Previous 109,564 1.27%
Holding current value
$2.38 Million
Previous $2.42 Million 2.31%
% of portfolio
1.04%
Previous 1.04%

Shares

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

Jan 30, 2025
BUY
$21.25 - $22.07 $29,580 - $30,721
1,392 Added 1.27%
110,956 $2.37 Million
Q3 2024

Nov 12, 2024
BUY
$21.22 - $22.22 $40,020 - $41,906
1,886 Added 1.75%
109,564 $2.42 Million
Q2 2024

Aug 05, 2024
BUY
$21.0 - $21.44 $28,602 - $29,201
1,362 Added 1.28%
107,678 $2.3 Million
Q1 2024

May 06, 2024
BUY
$21.33 - $21.86 $154,002 - $157,829
7,220 Added 7.29%
106,316 $2.29 Million
Q4 2023

Feb 06, 2024
BUY
$20.61 - $21.84 $2.04 Million - $2.16 Million
99,096 New
99,096 $2.16 Million

Others Institutions Holding IBTJ

# of Institutions
136
Shares Held
14.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

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